+253.0%
BAP vs VOO
+67.9%
+185.1%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.2% |
| 7D | -0.3% | -2.7% | +2.4% | +1.8% |
| 30D | -7.5% | -5.4% | -2.1% | -3.5% |
| 3M | -11.4% | -4.1% | -7.3% | -8.5% |
| 6M | +11.6% | +0.7% | +10.8% | +10.8% |
| YTD | +27.0% | +8.7% | +18.2% | +18.9% |
| 1Y | +40.8% | +11.0% | +29.8% | +29.8% |
| 3Y | +240.7% | +75.5% | +165.3% | +115.8% |
| All | +253.0% | +67.9% | +185.1% | +128.1% |
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 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