+180.7%
BBP vs VOO
+309.6%
-129.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.1% |
| 7D | -0.3% | +2.6% | -2.9% | -2.5% |
| 30D | +0.2% | -2.0% | +2.2% | +2.1% |
| 3M | +0.9% | -2.8% | +3.7% | +3.5% |
| 6M | +14.6% | +2.2% | +12.4% | +12.3% |
| YTD | +27.7% | +11.5% | +16.1% | +15.7% |
| 1Y | +33.7% | +13.5% | +20.2% | +19.3% |
| 3Y | +115.5% | +78.1% | +37.4% | +28.6% |
| 5Y | +100.9% | +73.1% | +27.8% | +22.4% |
| All | +180.7% | +309.6% | -129.0% | -27.7% |
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 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