+571.2%
BC vs VOO
+777.9%
-206.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.5% |
| 7D | +2.5% | -2.7% | +5.2% | +6.5% |
| 30D | +21.9% | -5.4% | +27.3% | +31.6% |
| 3M | -4.4% | -4.1% | -0.4% | +1.0% |
| 6M | -4.1% | +0.7% | -4.9% | -5.6% |
| YTD | +5.7% | +8.7% | -3.0% | -6.7% |
| 1Y | +20.8% | +11.0% | +9.8% | +3.5% |
| 3Y | +14.1% | +75.5% | -61.4% | -49.4% |
| 5Y | -14.3% | +68.4% | -82.6% | -59.2% |
| 10Y | +116.4% | +315.7% | -199.3% | -75.8% |
| All | +571.2% | +777.9% | -206.7% | -84.0% |
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