+52.8%
BAX vs VOO
+798.5%
-745.7%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.3% | +0.1% | +0.6% |
| 7D | +9.0% | +0.1% | +9.0% | +9.0% |
| 30D | +8.5% | -3.3% | +11.8% | +11.3% |
| 3M | -4.1% | -2.4% | -1.7% | -2.4% |
| 6M | +46.9% | +2.6% | +44.3% | +43.9% |
| YTD | +38.4% | +11.3% | +27.1% | +27.9% |
| 1Y | +47.0% | +13.4% | +33.6% | +33.8% |
| 3Y | -14.9% | +80.3% | -95.2% | -45.5% |
| 5Y | -62.5% | +72.7% | -135.2% | -75.5% |
| 10Y | -33.9% | +310.0% | -343.9% | -79.2% |
| All | +52.8% | +798.5% | -745.7% | -74.3% |
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