+89.0%
BBW vs VOO
+82.8%
+6.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -3.0% | -3.2% |
| 7D | -6.3% | -0.8% | -5.5% | -5.4% |
| 30D | -25.4% | -1.1% | -24.3% | -24.7% |
| 3M | -18.0% | +3.9% | -21.9% | -22.3% |
| 6M | -35.8% | +13.6% | -49.4% | -45.9% |
| YTD | -54.4% | +12.7% | -67.1% | -61.1% |
| 1Y | -62.3% | +17.6% | -79.8% | -69.6% |
| 3Y | +3.8% | +77.3% | -73.5% | -50.0% |
| All | +89.0% | +82.8% | +6.2% | -13.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling