+72.5%
BCAT vs VOO
+159.3%
-86.9%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | +2.4% | +0.1% | +2.4% | +2.4% |
| 3M | +7.5% | +2.0% | +5.5% | +6.1% |
| 6M | +15.2% | +13.0% | +2.2% | +6.9% |
| YTD | +29.3% | +13.6% | +15.7% | +19.5% |
| 1Y | +31.1% | +20.1% | +11.0% | +17.1% |
| 3Y | +85.3% | +77.6% | +7.8% | +29.3% |
| 5Y | +50.0% | +82.4% | -32.5% | +1.0% |
| All | +72.5% | +159.3% | -86.9% | +6.4% |
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