-66.9%
BAX vs VOO
+82.3%
-149.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -3.4% |
| 7D | -2.4% | +0.5% | -3.0% | -2.8% |
| 30D | -9.7% | -0.9% | -8.8% | -9.1% |
| 3M | +29.3% | +3.9% | +25.4% | +25.8% |
| 6M | +40.7% | +14.5% | +26.1% | +28.0% |
| YTD | +30.3% | +13.0% | +17.3% | +19.9% |
| 1Y | +3.4% | +19.4% | -16.0% | -8.2% |
| 3Y | -32.0% | +78.9% | -110.9% | -53.1% |
| 5Y | -66.9% | +82.3% | -149.1% | -78.1% |
| All | -66.9% | +82.3% | -149.2% | -78.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling