+48.9%
BAX vs VOO
+803.9%
-754.9%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -1.9% | -2.0% |
| 7D | +0.4% | +3.3% | -2.9% | -2.1% |
| 30D | +3.4% | -2.7% | +6.1% | +5.6% |
| 3M | -4.5% | -1.7% | -2.7% | -3.2% |
| 6M | +44.0% | +3.1% | +40.9% | +40.5% |
| YTD | +34.9% | +11.9% | +22.9% | +24.1% |
| 1Y | +37.9% | +12.1% | +25.8% | +26.7% |
| 3Y | -17.1% | +78.6% | -95.6% | -46.5% |
| 5Y | -64.3% | +73.8% | -138.1% | -76.8% |
| 10Y | -35.9% | +312.3% | -348.2% | -79.9% |
| All | +48.9% | +803.9% | -754.9% | -75.1% |
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 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