+98.3%
BAR vs VOO
+78.5%
+19.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.3% |
| 7D | -4.5% | +2.6% | -7.1% | -5.2% |
| 30D | -5.4% | -2.0% | -3.4% | -4.9% |
| 3M | -10.8% | -2.8% | -8.0% | -10.1% |
| 6M | -17.3% | +2.2% | -19.5% | -17.7% |
| YTD | -10.1% | +11.5% | -21.7% | -12.1% |
| 1Y | -7.0% | +13.5% | -20.5% | -9.2% |
| 3Y | +98.3% | +78.1% | +20.3% | +70.1% |
| All | +98.3% | +78.5% | +19.9% | +70.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling