+287.3%
BCC vs VOO
+535.0%
-247.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.3% |
| 7D | -4.1% | +2.6% | -6.6% | -7.1% |
| 30D | -8.9% | -2.0% | -6.9% | -6.7% |
| 3M | -19.7% | -2.8% | -16.9% | -16.9% |
| 6M | +1.2% | +2.2% | -0.9% | -1.7% |
| YTD | -7.6% | +11.5% | -19.2% | -20.0% |
| 1Y | -1.4% | +13.5% | -14.9% | -16.6% |
| 3Y | -28.4% | +78.1% | -106.5% | -66.2% |
| 5Y | +25.5% | +73.1% | -47.6% | -37.6% |
| 10Y | +406.4% | +310.7% | +95.7% | -18.3% |
| All | +287.3% | +535.0% | -247.7% | -60.0% |
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