+554.4%
BAP vs VOO
+817.1%
-262.7%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | -0.1% |
| 7D | +3.8% | +0.1% | +3.7% | +3.7% |
| 30D | -3.1% | +0.1% | -3.2% | -3.2% |
| 3M | +17.2% | +2.0% | +15.1% | +15.0% |
| 6M | +18.1% | +13.0% | +5.1% | +6.4% |
| YTD | +39.6% | +13.6% | +26.0% | +25.2% |
| 1Y | +54.1% | +20.1% | +34.0% | +31.8% |
| 3Y | +218.1% | +77.6% | +140.5% | +91.9% |
| 5Y | +376.9% | +82.4% | +294.5% | +179.0% |
| 10Y | +291.5% | +316.8% | -25.3% | +7.1% |
| All | +554.4% | +817.1% | -262.7% | -14.5% |
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