+48.0%
BBC vs VOO
+12.0%
+36.0%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.2% |
| 7D | +4.8% | -0.6% | +5.4% | +5.8% |
| 30D | +1.7% | -3.6% | +5.3% | +6.9% |
| 3M | -14.2% | -2.7% | -11.5% | -10.8% |
| 6M | +0.6% | +2.2% | -1.7% | -2.0% |
| YTD | +16.4% | +10.9% | +5.5% | -0.4% |
| 1Y | +48.0% | +11.3% | +36.7% | +26.1% |
| All | +48.0% | +12.0% | +36.0% | +26.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling