+42.2%
BCD vs VOO
+78.8%
-36.5%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.5% |
| 7D | -2.8% | -0.6% | -2.2% | -2.7% |
| 30D | -6.9% | -3.6% | -3.2% | -6.3% |
| 3M | -1.5% | -2.7% | +1.2% | -1.1% |
| 6M | -2.6% | +2.2% | -4.8% | -3.1% |
| YTD | +17.6% | +10.9% | +6.7% | +15.2% |
| 1Y | +19.3% | +11.3% | +8.0% | +16.7% |
| 3Y | +42.2% | +76.9% | -34.7% | +22.9% |
| All | +42.2% | +78.8% | -36.5% | +22.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling