+288.3%
BAP vs VOO
+314.0%
-25.7%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.9% |
| 7D | +1.3% | +0.5% | +0.7% | +0.8% |
| 30D | -2.5% | -0.9% | -1.6% | -1.8% |
| 3M | +17.9% | +3.9% | +14.0% | +14.1% |
| 6M | +19.5% | +14.5% | +5.0% | +7.0% |
| YTD | +37.7% | +13.0% | +24.7% | +24.6% |
| 1Y | +49.9% | +19.4% | +30.5% | +29.7% |
| 3Y | +233.3% | +78.9% | +154.4% | +104.2% |
| 5Y | +373.3% | +82.3% | +291.0% | +183.5% |
| 10Y | +288.3% | +314.2% | -25.9% | +6.8% |
| All | +288.3% | +314.0% | -25.7% | +6.8% |
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 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