+51.1%
BB vs VOO
+3.7%
+47.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.3% | +1.6% | -0.3% |
| 7D | +7.3% | -0.9% | +8.2% | +9.5% |
| 30D | +11.2% | -2.3% | +13.6% | +18.8% |
| 3M | +4.7% | -1.2% | +5.8% | +9.0% |
| 6M | +51.1% | +3.3% | +47.8% | +43.9% |
| All | +51.1% | +3.7% | +47.4% | +43.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling