+107.4%
BCI vs VOO
+276.9%
-169.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -1.4% |
| 7D | +2.1% | -0.8% | +2.9% | +2.3% |
| 30D | +7.3% | -1.1% | +8.4% | +7.6% |
| 3M | +12.7% | +3.9% | +8.8% | +11.7% |
| 6M | +11.5% | +13.6% | -2.1% | +8.2% |
| YTD | +35.6% | +12.7% | +22.9% | +31.8% |
| 1Y | +45.7% | +17.6% | +28.1% | +40.2% |
| 3Y | +54.5% | +77.3% | -22.8% | +34.2% |
| 5Y | +76.4% | +84.1% | -7.7% | +50.7% |
| All | +107.4% | +276.9% | -169.5% | +58.5% |
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