-68.8%
BBWI vs VOO
+81.6%
-150.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.5% | -5.8% | -5.7% |
| 7D | -4.4% | -0.4% | -4.1% | -3.9% |
| 30D | -7.4% | -1.4% | -6.0% | -5.6% |
| 3M | -2.2% | +3.7% | -5.9% | -7.3% |
| 6M | -16.3% | +13.0% | -29.3% | -29.7% |
| YTD | -9.1% | +12.4% | -21.6% | -22.8% |
| 1Y | -34.5% | +18.6% | -53.1% | -48.2% |
| 3Y | -47.0% | +78.1% | -125.0% | -75.8% |
| 5Y | -68.8% | +82.3% | -151.1% | -85.7% |
| All | -68.8% | +81.6% | -150.4% | -85.7% |
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