-19.7%
BCCC vs VOO
+29.5%
-49.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | 0.0% |
| 7D | -4.3% | -0.9% | -3.4% | -3.2% |
| 30D | -6.8% | -2.3% | -4.4% | -3.8% |
| 3M | +10.7% | -1.2% | +11.8% | +12.4% |
| 6M | -7.3% | +3.3% | -10.6% | -11.7% |
| YTD | -12.7% | +12.3% | -25.1% | -25.8% |
| 1Y | -21.9% | +12.5% | -34.4% | -33.7% |
| All | -19.7% | +29.5% | -49.2% | -43.1% |
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