+150.3%
BCAL vs VOO
+311.2%
-160.9%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.3% |
| 7D | +2.0% | +3.3% | -1.3% | +1.3% |
| 30D | +3.0% | -2.7% | +5.7% | +3.6% |
| 3M | +1.7% | -1.7% | +3.4% | +2.1% |
| 6M | +19.1% | +3.1% | +16.0% | +18.2% |
| YTD | +20.0% | +11.9% | +8.1% | +16.9% |
| 1Y | +19.0% | +12.1% | +7.0% | +15.8% |
| 3Y | +61.0% | +78.6% | -17.5% | +46.1% |
| 5Y | +44.1% | +73.8% | -29.7% | +30.7% |
| All | +150.3% | +311.2% | -160.9% | +162.3% |
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