+263.0%
BAP vs VOO
+317.9%
-54.9%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.3% | -0.1% | +0.4% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | -6.6% | -3.3% | -3.3% | -4.1% |
| 3M | -8.0% | -2.4% | -5.6% | -6.2% |
| 6M | +12.8% | +2.6% | +10.2% | +10.3% |
| YTD | +29.9% | +11.3% | +18.6% | +19.0% |
| 1Y | +43.6% | +13.4% | +30.2% | +29.7% |
| 3Y | +254.4% | +80.3% | +174.1% | +116.6% |
| 5Y | +267.9% | +72.7% | +195.2% | +131.4% |
| 10Y | +263.0% | +310.0% | -47.0% | +14.4% |
| All | +263.0% | +317.9% | -54.9% | +14.4% |
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