+103.6%
BBP vs VOO
+81.4%
+22.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -0.7% |
| 7D | -3.8% | -0.4% | -3.4% | -3.5% |
| 30D | +4.4% | -1.4% | +5.8% | +5.6% |
| 3M | +23.6% | +3.7% | +19.9% | +19.5% |
| 6M | +23.5% | +13.0% | +10.4% | +10.8% |
| YTD | +32.0% | +12.4% | +19.6% | +19.0% |
| 1Y | +50.3% | +18.6% | +31.7% | +29.3% |
| 3Y | +99.6% | +78.1% | +21.6% | +21.2% |
| All | +103.6% | +81.4% | +22.2% | +20.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling