-55.0%
BCAX vs VOO
+39.5%
-94.5%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.3% | +2.2% | +1.5% |
| 7D | +18.4% | -0.9% | +19.4% | +20.5% |
| 30D | -39.2% | -2.3% | -36.9% | -36.9% |
| 3M | -55.7% | -1.2% | -54.5% | -54.9% |
| 6M | -54.1% | +3.3% | -57.4% | -56.4% |
| YTD | -37.4% | +12.3% | -49.8% | -47.6% |
| 1Y | -28.5% | +12.5% | -41.0% | -40.3% |
| All | -55.0% | +39.5% | -94.5% | -67.7% |
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 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