-99.9%
BCAB vs VOO
+121.5%
-221.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.3% | +2.2% | +0.6% |
| 7D | +1.5% | +0.1% | +1.4% | +0.5% |
| 30D | +39.3% | -3.3% | +42.6% | +46.1% |
| 3M | -39.6% | -2.4% | -37.2% | -37.1% |
| 6M | -56.8% | +2.6% | -59.4% | -58.7% |
| YTD | -92.6% | +11.3% | -103.9% | -94.0% |
| 1Y | -93.9% | +13.4% | -107.4% | -95.3% |
| 3Y | -97.1% | +80.3% | -177.4% | -99.0% |
| 5Y | -99.9% | +72.7% | -172.6% | -99.9% |
| All | -99.9% | +121.5% | -221.4% | -100.0% |
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