-99.7%
BAOS vs VOO
+109.9%
-209.6%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.3% |
| 7D | -1.2% | +2.6% | -3.8% | -4.8% |
| 30D | -15.5% | -2.0% | -13.5% | -12.6% |
| 3M | -73.4% | -2.8% | -70.7% | -72.1% |
| 6M | -94.8% | +2.2% | -96.9% | -95.0% |
| YTD | -94.2% | +11.5% | -105.7% | -95.2% |
| 1Y | -94.1% | +13.5% | -107.6% | -95.2% |
| 3Y | -96.2% | +78.1% | -174.3% | -98.3% |
| 5Y | -98.4% | +73.1% | -171.6% | -99.3% |
| All | -99.7% | +109.9% | -209.6% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling