+157.2%
BBCA vs VOO
+202.8%
-45.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | -0.7% |
| 7D | -2.0% | -0.9% | -1.1% | -1.3% |
| 30D | +2.4% | -2.3% | +4.7% | +4.4% |
| 3M | -1.1% | -1.2% | +0.1% | -0.2% |
| 6M | +5.7% | +3.3% | +2.3% | +2.5% |
| YTD | +13.7% | +12.3% | +1.3% | +2.6% |
| 1Y | +21.3% | +12.5% | +8.8% | +9.3% |
| 3Y | +92.8% | +79.2% | +13.6% | +14.4% |
| 5Y | +71.6% | +75.7% | -4.1% | +2.9% |
| All | +157.2% | +202.8% | -45.7% | -6.9% |
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