+495.2%
BAP vs VOO
+777.9%
-282.6%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.3% |
| 7D | -0.3% | -2.7% | +2.4% | +2.0% |
| 30D | -7.5% | -5.4% | -2.1% | -3.1% |
| 3M | -11.4% | -4.1% | -7.3% | -8.2% |
| 6M | +11.6% | +0.7% | +10.8% | +10.7% |
| YTD | +27.0% | +8.7% | +18.2% | +18.2% |
| 1Y | +40.8% | +11.0% | +29.8% | +28.8% |
| 3Y | +240.7% | +75.5% | +165.3% | +107.7% |
| 5Y | +251.4% | +68.4% | +183.0% | +120.3% |
| 10Y | +270.6% | +315.7% | -45.1% | +1.1% |
| All | +495.2% | +777.9% | -282.6% | -19.3% |
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