+9.9%
BASG vs VOO
+27.6%
-17.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.5% | +0.1% |
| 7D | +1.7% | +0.1% | +1.6% | +1.6% |
| 30D | -4.8% | -3.3% | -1.5% | -0.9% |
| 3M | -3.4% | -2.4% | -1.0% | -0.4% |
| 6M | +8.2% | +2.6% | +5.6% | +5.2% |
| YTD | +7.7% | +11.3% | -3.6% | -4.8% |
| 1Y | +6.1% | +13.4% | -7.3% | -8.2% |
| All | +9.9% | +27.6% | -17.6% | -16.5% |
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 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