+119.8%
BAUG vs VOO
+186.9%
-67.1%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.2% |
| 7D | -1.9% | -2.7% | +0.8% | -0.1% |
| 30D | -3.6% | -5.4% | +1.8% | 0.0% |
| 3M | -2.3% | -4.1% | +1.8% | +0.4% |
| 6M | +2.6% | +0.7% | +1.8% | +1.9% |
| YTD | +7.8% | +8.7% | -0.9% | +1.6% |
| 1Y | +10.1% | +11.0% | -0.9% | +2.3% |
| 3Y | +60.9% | +75.5% | -14.5% | +9.3% |
| 5Y | +63.5% | +68.4% | -4.9% | +13.2% |
| All | +119.8% | +186.9% | -67.1% | +3.7% |
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