+95.8%
BBJP vs VOO
+215.1%
-119.2%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.4% | +1.7% |
| 7D | +0.3% | -0.8% | +1.1% | +0.9% |
| 30D | +0.9% | -1.1% | +2.0% | +1.7% |
| 3M | +6.4% | +3.9% | +2.5% | +3.7% |
| 6M | +13.7% | +13.6% | +0.1% | +4.3% |
| YTD | +20.7% | +12.7% | +8.0% | +11.4% |
| 1Y | +24.8% | +17.6% | +7.2% | +12.0% |
| 3Y | +71.0% | +77.3% | -6.3% | +16.7% |
| 5Y | +52.7% | +84.1% | -31.4% | +0.9% |
| All | +95.8% | +215.1% | -119.2% | -7.6% |
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