+139.8%
BCD vs VOO
+273.7%
-133.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.9% |
| 7D | +2.0% | -2.0% | +3.9% | +2.4% |
| 30D | +6.9% | -1.7% | +8.6% | +7.3% |
| 3M | +10.0% | +4.7% | +5.3% | +8.9% |
| 6M | +10.4% | +12.6% | -2.1% | +7.6% |
| YTD | +27.7% | +11.8% | +16.0% | +24.6% |
| 1Y | +37.0% | +17.5% | +19.5% | +32.1% |
| 3Y | +49.6% | +77.0% | -27.4% | +31.4% |
| 5Y | +80.2% | +82.6% | -2.4% | +56.1% |
| All | +139.8% | +273.7% | -133.9% | +89.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling