-0.1%
BAX vs VOO
+18.9%
-18.9%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.4% |
| 7D | -5.1% | -0.4% | -4.7% | -4.7% |
| 30D | -12.2% | -1.4% | -10.8% | -10.7% |
| 3M | +21.8% | +3.7% | +18.1% | +16.5% |
| 6M | +36.3% | +13.0% | +23.3% | +14.2% |
| YTD | +27.8% | +12.4% | +15.4% | +8.7% |
| 1Y | -0.1% | +18.6% | -18.6% | -20.8% |
| All | -0.1% | +18.9% | -18.9% | -20.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling