+229.3%
BBSI vs VOO
+325.3%
-96.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +0.7% |
| 7D | -1.7% | -0.8% | -0.9% | -1.0% |
| 30D | +7.2% | -1.1% | +8.3% | +8.2% |
| 3M | -2.4% | +3.9% | -6.3% | -6.0% |
| 6M | +24.4% | +13.6% | +10.7% | +9.9% |
| YTD | -7.2% | +12.7% | -19.9% | -17.3% |
| 1Y | -28.8% | +17.6% | -46.4% | -38.9% |
| 3Y | +45.0% | +77.3% | -32.3% | -15.7% |
| 5Y | +84.2% | +84.1% | +0.1% | +1.1% |
| All | +229.3% | +325.3% | -96.0% | -33.7% |
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