+546.9%
BC vs VOO
+817.1%
-270.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.9% |
| 7D | -2.9% | +0.1% | -3.0% | -3.1% |
| 30D | -10.5% | +0.1% | -10.5% | -10.6% |
| 3M | -9.2% | +2.0% | -11.2% | -12.0% |
| 6M | -3.8% | +13.0% | -16.8% | -19.4% |
| YTD | +1.9% | +13.6% | -11.7% | -15.2% |
| 1Y | +16.3% | +20.1% | -3.8% | -10.7% |
| 3Y | -1.8% | +77.6% | -79.3% | -57.0% |
| 5Y | -15.4% | +82.4% | -97.8% | -64.1% |
| 10Y | +90.7% | +316.8% | -226.1% | -78.4% |
| All | +546.9% | +817.1% | -270.2% | -85.4% |
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