+123.7%
BAUG vs VOO
+193.6%
-70.0%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.3% | -0.6% | +0.2% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | -1.9% | -3.3% | +1.4% | +0.3% |
| 3M | -0.9% | -2.4% | +1.5% | +0.6% |
| 6M | +4.3% | +2.6% | +1.7% | +2.3% |
| YTD | +9.7% | +11.3% | -1.6% | +1.8% |
| 1Y | +11.9% | +13.4% | -1.5% | +2.5% |
| 3Y | +64.3% | +80.3% | -16.0% | +9.6% |
| 5Y | +66.6% | +72.7% | -6.1% | +13.3% |
| All | +123.7% | +193.6% | -70.0% | +3.8% |
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