-19.0%
BBD vs VOO
+812.0%
-831.0%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +2.9% |
| 7D | +7.1% | +0.5% | +6.5% | +6.4% |
| 30D | +5.5% | -0.9% | +6.4% | +6.6% |
| 3M | +10.4% | +3.9% | +6.5% | +5.5% |
| 6M | +0.6% | +14.5% | -14.0% | -13.6% |
| YTD | +11.4% | +13.0% | -1.6% | -2.7% |
| 1Y | +17.7% | +19.4% | -1.7% | -3.4% |
| 3Y | +53.8% | +78.9% | -25.1% | -23.1% |
| 5Y | +23.5% | +82.3% | -58.8% | -41.8% |
| 10Y | -14.1% | +314.2% | -328.3% | -86.3% |
| All | -19.0% | +812.0% | -831.0% | -95.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling