+26.6%
BASV vs VOO
+28.7%
-2.1%
-9.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | -0.6% |
| 7D | +0.2% | -0.9% | +1.1% | +0.9% |
| 30D | +4.1% | -2.3% | +6.5% | +6.1% |
| 3M | -0.8% | -1.2% | +0.4% | +0.1% |
| 6M | +9.9% | +3.3% | +6.6% | +6.7% |
| YTD | +14.8% | +12.3% | +2.5% | +3.7% |
| 1Y | +17.6% | +12.5% | +5.1% | +6.1% |
| All | +26.6% | +28.7% | -2.1% | +1.7% |
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