+103.1%
BCI vs VOO
+279.8%
-176.7%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | +1.9% | +0.1% | +1.8% | +1.9% |
| 30D | +10.2% | +0.1% | +10.1% | +10.1% |
| 3M | +5.9% | +2.0% | +3.9% | +5.4% |
| 6M | +16.1% | +13.0% | +3.0% | +12.8% |
| YTD | +32.8% | +13.6% | +19.2% | +28.8% |
| 1Y | +43.2% | +20.1% | +23.1% | +37.1% |
| 3Y | +51.3% | +77.6% | -26.3% | +31.4% |
| 5Y | +72.9% | +82.4% | -9.6% | +48.0% |
| All | +103.1% | +279.8% | -176.7% | +54.9% |
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 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