-96.0%
BAOS vs VOO
+75.0%
-170.9%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -4.4% | -3.3% | -0.5% |
| 7D | -4.3% | -4.7% | +0.4% | +3.8% |
| 30D | -34.9% | -5.9% | -29.0% | -27.7% |
| 3M | -72.8% | -4.5% | -68.3% | -70.5% |
| 6M | -94.7% | +1.9% | -96.5% | -94.9% |
| YTD | -94.2% | +8.4% | -102.6% | -95.1% |
| 1Y | -94.2% | +9.5% | -103.6% | -95.2% |
| All | -96.0% | +75.0% | -170.9% | -98.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling