+11.9%
BBAR vs VOO
+325.3%
-313.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.8% | -3.8% | -4.0% |
| 7D | +0.5% | -0.8% | +1.2% | +1.4% |
| 30D | -6.4% | -1.1% | -5.3% | -5.3% |
| 3M | -25.6% | +3.9% | -29.5% | -29.1% |
| 6M | +0.2% | +13.6% | -13.4% | -13.8% |
| YTD | -16.1% | +12.7% | -28.8% | -26.7% |
| 1Y | +58.1% | +17.6% | +40.5% | +32.2% |
| 3Y | +273.2% | +77.3% | +195.9% | +97.7% |
| 5Y | +395.2% | +84.1% | +311.1% | +149.2% |
| All | +11.9% | +325.3% | -313.4% | -77.0% |
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