+53.7%
BBUC vs VOO
+77.4%
-23.7%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -1.0% |
| 7D | -5.7% | -0.8% | -5.0% | -4.8% |
| 30D | -8.3% | -1.1% | -7.2% | -6.9% |
| 3M | -16.0% | +3.9% | -19.9% | -20.2% |
| 6M | -18.9% | +13.6% | -32.5% | -32.1% |
| YTD | -25.9% | +12.7% | -38.6% | -37.2% |
| 1Y | -22.9% | +17.6% | -40.5% | -38.2% |
| 3Y | +53.7% | +77.3% | -23.6% | -39.2% |
| All | +53.7% | +77.4% | -23.7% | -39.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling