+78.3%
BBSC vs VOO
+127.5%
-49.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -0.4% |
| 7D | -2.3% | -0.8% | -1.5% | -1.5% |
| 30D | -4.9% | -1.1% | -3.8% | -3.7% |
| 3M | +0.8% | +3.9% | -3.1% | -3.5% |
| 6M | +16.4% | +13.6% | +2.8% | +0.6% |
| YTD | +19.1% | +12.7% | +6.4% | +3.9% |
| 1Y | +20.5% | +17.6% | +2.9% | +0.4% |
| 3Y | +64.3% | +77.3% | -13.0% | -13.1% |
| 5Y | +44.1% | +84.1% | -40.0% | -26.4% |
| All | +78.3% | +127.5% | -49.2% | -27.6% |
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 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