+6.1%
BBW vs VOO
+75.9%
-69.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.7% |
| 7D | -3.1% | -2.0% | -1.1% | -0.7% |
| 30D | -23.5% | -1.7% | -21.8% | -22.2% |
| 3M | -16.0% | +4.7% | -20.8% | -21.1% |
| 6M | -37.5% | +12.6% | -50.1% | -46.6% |
| YTD | -53.4% | +11.8% | -65.2% | -59.6% |
| 1Y | -60.5% | +17.5% | -78.1% | -68.0% |
| All | +6.1% | +75.9% | -69.8% | -44.5% |
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 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