+128.3%
BBWI vs VOO
+800.4%
-672.2%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.8% | +1.9% |
| 7D | +0.1% | +2.6% | -2.4% | -3.1% |
| 30D | +12.9% | -2.0% | +14.9% | +15.7% |
| 3M | +16.0% | -2.8% | +18.8% | +20.0% |
| 6M | +16.6% | +2.2% | +14.4% | +13.3% |
| YTD | +9.7% | +11.5% | -1.8% | -4.5% |
| 1Y | +1.5% | +13.5% | -12.0% | -13.1% |
| 3Y | -21.4% | +78.1% | -99.4% | -61.3% |
| 5Y | -67.6% | +73.1% | -140.7% | -83.1% |
| 10Y | -46.8% | +310.7% | -357.5% | -89.0% |
| All | +128.3% | +800.4% | -672.2% | -81.1% |
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