-82.9%
BB vs VOO
+817.1%
-900.0%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.5% |
| 7D | -5.6% | +0.1% | -5.7% | -5.8% |
| 30D | -11.8% | +0.1% | -11.9% | -11.7% |
| 3M | -25.5% | +2.0% | -27.5% | -26.9% |
| 6M | +121.3% | +13.0% | +108.2% | +90.9% |
| YTD | +103.2% | +13.6% | +89.6% | +74.2% |
| 1Y | +102.6% | +20.1% | +82.6% | +62.0% |
| 3Y | +37.5% | +77.6% | -40.1% | -31.4% |
| 5Y | -30.4% | +82.4% | -112.9% | -64.9% |
| 10Y | 0.0% | +316.8% | -316.8% | -79.9% |
| All | -82.9% | +817.1% | -900.0% | -98.5% |
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 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