+154.7%
BBCA vs VOO
+201.3%
-46.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.6% |
| 7D | -3.5% | -2.0% | -1.5% | -1.9% |
| 30D | -2.0% | -1.7% | -0.4% | -0.6% |
| 3M | +5.0% | +4.7% | +0.2% | +0.8% |
| 6M | +7.4% | +12.6% | -5.1% | -3.1% |
| YTD | +12.6% | +11.8% | +0.8% | +2.1% |
| 1Y | +23.7% | +17.5% | +6.2% | +7.4% |
| 3Y | +86.6% | +77.0% | +9.6% | +12.0% |
| 5Y | +80.4% | +82.6% | -2.1% | +4.4% |
| All | +154.7% | +201.3% | -46.6% | -7.4% |
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