+138.1%
BCD vs VOO
+276.0%
-137.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.9% |
| 7D | +1.0% | -0.4% | +1.3% | +1.0% |
| 30D | +6.2% | -1.4% | +7.6% | +6.5% |
| 3M | +9.0% | +3.7% | +5.2% | +8.1% |
| 6M | +11.1% | +13.0% | -1.9% | +8.2% |
| YTD | +26.8% | +12.4% | +14.4% | +23.5% |
| 1Y | +36.5% | +18.6% | +17.9% | +31.4% |
| 3Y | +48.5% | +78.1% | -29.6% | +30.2% |
| 5Y | +80.2% | +82.3% | -2.0% | +56.2% |
| All | +138.1% | +276.0% | -137.9% | +87.5% |
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