-57.2%
BCAX vs VOO
+38.5%
-95.7%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.3% |
| 7D | +15.8% | +2.6% | +13.3% | +12.0% |
| 30D | -42.2% | -2.0% | -40.2% | -40.3% |
| 3M | -57.6% | -2.8% | -54.8% | -55.7% |
| 6M | -52.3% | +2.2% | -54.4% | -53.8% |
| YTD | -40.5% | +11.5% | -52.0% | -49.6% |
| 1Y | -29.7% | +13.5% | -43.2% | -42.3% |
| All | -57.2% | +38.5% | -95.7% | -68.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling