+108.2%
BBWI vs VOO
+817.1%
-708.9%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.3% |
| 7D | +1.5% | +0.1% | +1.4% | +1.4% |
| 30D | -5.2% | +0.1% | -5.2% | -5.3% |
| 3M | +11.1% | +2.0% | +9.1% | +8.1% |
| 6M | -13.4% | +13.0% | -26.4% | -25.9% |
| YTD | +0.1% | +13.6% | -13.5% | -14.8% |
| 1Y | -36.1% | +20.1% | -56.2% | -49.2% |
| 3Y | -44.1% | +77.6% | -121.7% | -72.4% |
| 5Y | -66.2% | +82.4% | -148.7% | -83.5% |
| 10Y | -54.8% | +316.8% | -371.6% | -90.8% |
| All | +108.2% | +817.1% | -708.9% | -83.2% |
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 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