+135.9%
BBC vs VOO
+75.5%
+60.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.3% | +5.3% | +5.2% |
| 7D | -0.1% | -2.7% | +2.6% | +3.7% |
| 30D | -0.6% | -5.4% | +4.8% | +7.0% |
| 3M | -17.3% | -4.1% | -13.3% | -12.6% |
| 6M | -6.5% | +0.7% | -7.3% | -7.2% |
| YTD | +11.6% | +8.7% | +2.8% | +0.4% |
| 1Y | +45.7% | +11.0% | +34.7% | +27.8% |
| 3Y | +135.9% | +75.5% | +60.5% | +2.9% |
| All | +135.9% | +75.5% | +60.4% | +2.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling