-63.0%
BCAX vs VOO
+35.0%
-98.1%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.3% | +5.3% | +5.2% |
| 7D | -5.3% | -2.7% | -2.5% | -1.1% |
| 30D | -47.3% | -5.4% | -42.0% | -42.9% |
| 3M | -68.6% | -4.1% | -64.5% | -66.6% |
| 6M | -63.6% | +0.7% | -64.4% | -64.3% |
| YTD | -48.6% | +8.7% | -57.3% | -55.0% |
| 1Y | -40.6% | +11.0% | -51.6% | -49.8% |
| All | -63.0% | +35.0% | -98.1% | -72.3% |
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