+47.5%
BCAT vs VOO
+155.6%
-108.1%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.8% | -2.9% |
| 7D | -1.1% | +3.3% | -4.4% | -3.0% |
| 30D | -1.5% | -2.7% | +1.1% | +0.1% |
| 3M | -13.4% | -1.7% | -11.6% | -12.5% |
| 6M | -7.0% | +3.1% | -10.1% | -8.8% |
| YTD | +10.6% | +11.9% | -1.4% | +3.1% |
| 1Y | +10.7% | +12.1% | -1.3% | +3.1% |
| 3Y | +60.1% | +78.6% | -18.5% | +11.2% |
| 5Y | +39.7% | +73.8% | -34.1% | -4.1% |
| All | +47.5% | +155.6% | -108.1% | -8.3% |
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