+0.9%
BB vs VOO
+325.3%
-324.4%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +0.6% |
| 7D | -0.4% | -0.8% | +0.4% | +0.7% |
| 30D | -12.5% | -1.1% | -11.5% | -11.1% |
| 3M | -17.4% | +3.9% | -21.3% | -21.3% |
| 6M | +119.1% | +13.6% | +105.5% | +86.3% |
| YTD | +102.4% | +12.7% | +89.7% | +74.0% |
| 1Y | +98.2% | +17.6% | +80.6% | +61.2% |
| 3Y | +46.9% | +77.3% | -30.4% | -29.3% |
| 5Y | -26.4% | +84.1% | -110.5% | -64.6% |
| All | +0.9% | +325.3% | -324.4% | -81.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling