+177.5%
BBMC vs VOO
+202.4%
-24.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.1% |
| 7D | +0.9% | +0.5% | +0.3% | +0.3% |
| 30D | -2.2% | -0.9% | -1.3% | -1.2% |
| 3M | +4.1% | +3.9% | +0.2% | -0.2% |
| 6M | +15.4% | +14.5% | +0.8% | -0.6% |
| YTD | +18.7% | +13.0% | +5.7% | +3.9% |
| 1Y | +21.4% | +19.4% | +1.9% | 0.0% |
| 3Y | +67.9% | +78.9% | -11.0% | -11.1% |
| 5Y | +48.2% | +82.3% | -34.1% | -22.8% |
| All | +177.5% | +202.4% | -24.9% | -21.2% |
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