+53.2%
BCAT vs VOO
+154.1%
-100.8%
-36.1%
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% | -0.1% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | +1.8% | -3.3% | +5.1% | +3.9% |
| 3M | -10.0% | -2.4% | -7.6% | -8.7% |
| 6M | -2.3% | +2.6% | -4.9% | -3.9% |
| YTD | +14.9% | +11.3% | +3.6% | +7.4% |
| 1Y | +16.4% | +13.4% | +3.0% | +7.6% |
| 3Y | +69.3% | +80.3% | -11.0% | +16.9% |
| 5Y | +45.1% | +72.7% | -27.6% | -0.1% |
| All | +53.2% | +154.1% | -100.8% | -4.4% |
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