+9.0%
BASG vs VOO
+28.1%
-19.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | 0.0% |
| 7D | -3.2% | -2.0% | -1.2% | -0.9% |
| 30D | -4.6% | -1.7% | -3.0% | -2.7% |
| 3M | +6.8% | +4.7% | +2.1% | +1.2% |
| 6M | +16.6% | +12.6% | +4.1% | +1.4% |
| YTD | +6.7% | +11.8% | -5.0% | -6.2% |
| 1Y | +6.6% | +17.5% | -10.9% | -11.7% |
| All | +9.0% | +28.1% | -19.1% | -17.8% |
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