+178.6%
BBT vs VOO
+807.8%
-629.2%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.7% |
| 7D | -0.6% | -0.4% | -0.3% | -0.3% |
| 30D | -0.5% | -1.4% | +0.9% | +1.0% |
| 3M | +6.9% | +3.7% | +3.1% | +2.5% |
| 6M | +9.0% | +13.0% | -4.0% | -5.0% |
| YTD | +21.7% | +12.4% | +9.2% | +6.7% |
| 1Y | +23.4% | +18.6% | +4.8% | +1.9% |
| 3Y | +70.3% | +78.1% | -7.7% | -10.0% |
| 5Y | +47.4% | +82.3% | -34.9% | -24.8% |
| 10Y | +52.2% | +322.5% | -270.3% | -67.6% |
| All | +178.6% | +807.8% | -629.2% | -79.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling