+50.8%
BCAT vs VOO
+153.2%
-102.4%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.4% |
| 7D | -0.5% | -0.6% | +0.1% | -0.2% |
| 30D | +0.2% | -3.6% | +3.8% | +2.4% |
| 3M | -11.6% | -2.7% | -8.9% | -10.2% |
| 6M | -3.9% | +2.2% | -6.1% | -5.3% |
| YTD | +13.0% | +10.9% | +2.1% | +5.9% |
| 1Y | +13.6% | +11.3% | +2.3% | +6.2% |
| 3Y | +63.6% | +76.9% | -13.3% | +14.3% |
| 5Y | +43.4% | +73.5% | -30.1% | -1.3% |
| All | +50.8% | +153.2% | -102.4% | -5.7% |
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