+91.9%
BCI vs VOO
+272.9%
-181.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -0.6% | +2.6% | -3.1% | -1.1% |
| 30D | -7.0% | -2.0% | -5.0% | -6.7% |
| 3M | +0.5% | -2.8% | +3.3% | +1.0% |
| 6M | -4.9% | +2.2% | -7.0% | -5.5% |
| YTD | +25.4% | +11.5% | +13.9% | +22.1% |
| 1Y | +26.0% | +13.5% | +12.6% | +22.2% |
| 3Y | +46.1% | +78.1% | -32.0% | +26.7% |
| 5Y | +54.5% | +73.1% | -18.6% | +33.9% |
| All | +91.9% | +272.9% | -181.0% | +46.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling