+464.4%
BBVA vs VOO
+807.8%
-343.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.1% |
| 7D | -0.3% | -0.4% | +0.1% | +0.2% |
| 30D | +2.6% | -1.4% | +4.0% | +4.4% |
| 3M | +29.1% | +3.7% | +25.4% | +23.3% |
| 6M | +39.0% | +13.0% | +26.0% | +19.5% |
| YTD | +28.6% | +12.4% | +16.2% | +11.6% |
| 1Y | +64.0% | +18.6% | +45.4% | +32.8% |
| 3Y | +364.1% | +78.1% | +286.1% | +116.3% |
| 5Y | +512.9% | +82.3% | +430.7% | +175.7% |
| 10Y | +670.7% | +322.5% | +348.1% | -4.5% |
| All | +464.4% | +807.8% | -343.4% | -83.0% |
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