+167.0%
BB vs VOO
+79.7%
+87.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.3% | +1.6% | +0.8% |
| 7D | +7.3% | -0.9% | +8.2% | +8.9% |
| 30D | +11.2% | -2.3% | +13.6% | +16.4% |
| 3M | +4.7% | -1.2% | +5.8% | +7.8% |
| 6M | +51.1% | +3.3% | +47.8% | +46.4% |
| YTD | +148.0% | +12.3% | +135.7% | +112.7% |
| 1Y | +106.1% | +12.5% | +93.6% | +76.1% |
| All | +167.0% | +79.7% | +87.3% | +18.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling