+98.1%
BC vs VOO
+306.9%
-208.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -1.1% |
| 7D | +0.4% | -0.6% | +1.0% | +1.1% |
| 30D | +27.6% | -3.6% | +31.2% | +33.6% |
| 3M | -2.0% | -2.7% | +0.8% | +1.3% |
| 6M | -3.0% | +2.2% | -5.2% | -6.1% |
| YTD | +7.3% | +10.9% | -3.6% | -6.5% |
| 1Y | +25.4% | +11.3% | +14.0% | +8.8% |
| 3Y | +19.5% | +76.9% | -57.4% | -42.7% |
| 5Y | -12.1% | +73.5% | -85.6% | -56.2% |
| 10Y | +98.1% | +307.7% | -209.5% | -66.9% |
| All | +98.1% | +306.9% | -208.7% | -66.9% |
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