+122.5%
BCAL vs VOO
+817.1%
-694.5%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.4% | +1.1% |
| 7D | +3.0% | +0.1% | +2.9% | +2.9% |
| 30D | +2.3% | +0.1% | +2.2% | +2.3% |
| 3M | +14.1% | +2.0% | +12.0% | +13.6% |
| 6M | +20.4% | +13.0% | +7.4% | +18.0% |
| YTD | +18.6% | +13.6% | +5.0% | +16.1% |
| 1Y | +30.2% | +20.1% | +10.1% | +26.4% |
| 3Y | +50.9% | +77.6% | -26.7% | +40.6% |
| 5Y | +53.5% | +82.4% | -29.0% | +42.5% |
| 10Y | +147.3% | +316.8% | -169.6% | +120.2% |
| All | +122.5% | +817.1% | -694.5% | +96.7% |
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