+226.0%
BBP vs VOO
+321.7%
-95.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.4% |
| 7D | -4.9% | -2.0% | -3.0% | -3.2% |
| 30D | +1.8% | -1.7% | +3.5% | +3.4% |
| 3M | +22.3% | +4.7% | +17.5% | +17.0% |
| 6M | +21.4% | +12.6% | +8.8% | +9.0% |
| YTD | +29.5% | +11.8% | +17.7% | +17.0% |
| 1Y | +48.7% | +17.5% | +31.1% | +28.4% |
| 3Y | +95.7% | +77.0% | +18.8% | +16.8% |
| 5Y | +99.7% | +82.6% | +17.1% | +15.3% |
| All | +226.0% | +321.7% | -95.7% | -27.4% |
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