+352.9%
BBY vs VOO
+807.8%
-454.9%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.0% |
| 7D | +1.2% | -0.4% | +1.5% | +1.6% |
| 30D | +6.8% | -1.4% | +8.2% | +8.4% |
| 3M | +18.7% | +3.7% | +15.0% | +13.8% |
| 6M | +37.3% | +13.0% | +24.3% | +19.4% |
| YTD | +35.3% | +12.4% | +22.9% | +18.2% |
| 1Y | +20.7% | +18.6% | +2.1% | -0.4% |
| 3Y | +39.4% | +78.1% | -38.6% | -25.5% |
| 5Y | -1.5% | +82.3% | -83.7% | -48.3% |
| 10Y | +239.8% | +322.5% | -82.7% | -23.7% |
| All | +352.9% | +807.8% | -454.9% | -49.8% |
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