+246.5%
BBY vs VOO
+325.3%
-78.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.8% | +2.2% | +2.1% |
| 7D | +0.6% | -0.8% | +1.4% | +1.5% |
| 30D | +9.4% | -1.1% | +10.5% | +10.7% |
| 3M | +19.3% | +3.9% | +15.4% | +14.0% |
| 6M | +47.9% | +13.6% | +34.3% | +27.0% |
| YTD | +39.6% | +12.7% | +26.9% | +20.8% |
| 1Y | +22.2% | +17.6% | +4.6% | +0.9% |
| 3Y | +45.0% | +77.3% | -32.3% | -24.8% |
| 5Y | +2.6% | +84.1% | -81.6% | -48.8% |
| All | +246.5% | +325.3% | -78.7% | -30.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling