-80.2%
BB vs VOO
+800.4%
-880.7%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -1.9% |
| 7D | +1.8% | +2.6% | -0.7% | -1.4% |
| 30D | +8.1% | -2.0% | +10.1% | +11.8% |
| 3M | -1.0% | -2.8% | +1.8% | +3.7% |
| 6M | +45.9% | +2.2% | +43.7% | +44.4% |
| YTD | +134.8% | +11.5% | +123.3% | +108.0% |
| 1Y | +104.6% | +13.5% | +91.1% | +76.8% |
| 3Y | +152.8% | +78.1% | +74.8% | +26.5% |
| 5Y | -17.4% | +73.1% | -90.6% | -55.4% |
| 10Y | +22.4% | +310.7% | -288.3% | -74.7% |
| All | -80.2% | +800.4% | -880.7% | -98.2% |
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