-5.5%
BBD vs VOO
+72.6%
-78.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.6% |
| 7D | +1.2% | +2.6% | -1.4% | -0.5% |
| 30D | -36.7% | -2.0% | -34.7% | -36.0% |
| 3M | -16.6% | -2.8% | -13.9% | -15.1% |
| 6M | -23.5% | +2.2% | -25.6% | -24.6% |
| YTD | -17.7% | +11.5% | -29.2% | -23.3% |
| 1Y | -25.1% | +13.5% | -38.6% | -31.0% |
| 3Y | +8.1% | +78.1% | -70.0% | -24.9% |
| All | -5.5% | +72.6% | -78.1% | -33.7% |
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