-99.4%
BAOS vs VOO
+113.8%
-213.2%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.0% | -0.4% | +16.4% | +16.6% |
| 7D | -6.3% | +0.1% | -6.4% | -6.5% |
| 30D | -43.5% | +0.1% | -43.6% | -43.5% |
| 3M | -86.7% | +2.0% | -88.8% | -87.3% |
| 6M | -87.7% | +13.0% | -100.8% | -90.0% |
| YTD | -88.1% | +13.6% | -101.6% | -90.4% |
| 1Y | -88.3% | +20.1% | -108.4% | -91.3% |
| 3Y | -94.8% | +77.6% | -172.4% | -97.7% |
| 5Y | -97.6% | +82.4% | -180.0% | -99.0% |
| All | -99.4% | +113.8% | -213.2% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling