-99.7%
BAOS vs VOO
+104.7%
-204.4%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.5% |
| 7D | +6.0% | -2.7% | +8.7% | +10.5% |
| 30D | -32.5% | -5.4% | -27.1% | -26.4% |
| 3M | -73.2% | -4.1% | -69.1% | -71.3% |
| 6M | -94.6% | +0.7% | -95.3% | -94.7% |
| YTD | -94.1% | +8.7% | -102.9% | -94.9% |
| 1Y | -94.0% | +11.0% | -104.9% | -95.0% |
| 3Y | -95.9% | +75.5% | -171.4% | -98.1% |
| 5Y | -98.4% | +68.4% | -166.8% | -99.2% |
| All | -99.7% | +104.7% | -204.4% | -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