+170.2%
BBC vs VOO
+315.9%
-145.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.0% |
| 7D | +0.8% | +0.1% | +0.7% | +0.6% |
| 30D | +4.9% | +0.1% | +4.9% | +4.8% |
| 3M | +25.0% | +2.0% | +23.0% | +22.1% |
| 6M | +26.3% | +13.0% | +13.2% | +9.7% |
| YTD | +39.3% | +13.6% | +25.7% | +20.2% |
| 1Y | +132.4% | +20.1% | +112.3% | +88.2% |
| 3Y | +152.4% | +77.6% | +74.8% | +31.4% |
| 5Y | +14.9% | +82.4% | -67.5% | -41.0% |
| All | +170.2% | +315.9% | -145.7% | -53.9% |
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 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