+2.0%
BBC vs VOO
+72.8%
-70.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +7.0% |
| 3M | -14.2% | -2.7% | -11.5% | -10.8% |
| 6M | +0.6% | +2.2% | -1.7% | -2.1% |
| YTD | +16.4% | +10.9% | +5.5% | +2.0% |
| 1Y | +48.0% | +11.3% | +36.7% | +29.1% |
| 3Y | +166.5% | +76.9% | +89.6% | +27.5% |
| 5Y | +2.0% | +73.5% | -71.5% | -48.7% |
| All | +2.0% | +72.8% | -70.7% | -48.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling