-98.4%
BAOS vs VOO
+72.0%
-170.4%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.3% | +1.4% | +0.3% |
| 7D | +0.6% | +0.1% | +0.5% | +0.7% |
| 30D | -33.3% | -3.3% | -30.0% | -29.5% |
| 3M | -74.5% | -2.4% | -72.1% | -73.4% |
| 6M | -94.1% | +2.6% | -96.7% | -94.4% |
| YTD | -93.9% | +11.3% | -105.2% | -94.9% |
| 1Y | -93.5% | +13.4% | -107.0% | -94.8% |
| 3Y | -95.8% | +80.3% | -176.1% | -98.2% |
| 5Y | -98.4% | +72.7% | -171.1% | -99.3% |
| All | -98.4% | +72.0% | -170.4% | -99.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling