+49.5%
BAX vs VOO
+817.1%
-767.6%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.3% |
| 7D | -1.1% | +0.1% | -1.3% | -1.2% |
| 30D | -5.5% | +0.1% | -5.5% | -5.5% |
| 3M | +33.5% | +2.0% | +31.5% | +31.4% |
| 6M | +35.9% | +13.0% | +22.8% | +23.9% |
| YTD | +35.4% | +13.6% | +21.8% | +23.2% |
| 1Y | +9.8% | +20.1% | -10.3% | -4.1% |
| 3Y | -32.7% | +77.6% | -110.3% | -56.5% |
| 5Y | -65.6% | +82.4% | -148.0% | -78.5% |
| 10Y | -34.9% | +316.8% | -351.8% | -79.7% |
| All | +49.5% | +817.1% | -767.6% | -75.3% |
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