+125.6%
BCAL vs VOO
+798.5%
-672.9%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.3% | -1.0% | +1.0% |
| 7D | +0.9% | +0.1% | +0.8% | +0.9% |
| 30D | +4.0% | -3.3% | +7.3% | +4.6% |
| 3M | +4.5% | -2.4% | +6.9% | +4.9% |
| 6M | +15.9% | +2.6% | +13.3% | +15.4% |
| YTD | +20.2% | +11.3% | +8.9% | +18.1% |
| 1Y | +19.8% | +13.4% | +6.3% | +17.2% |
| 3Y | +58.7% | +80.3% | -21.6% | +48.0% |
| 5Y | +45.6% | +72.7% | -27.1% | +35.8% |
| 10Y | +150.7% | +310.0% | -159.3% | +123.9% |
| All | +125.6% | +798.5% | -672.9% | +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