-27.4%
BCIC vs VOO
+321.7%
-349.1%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.2% |
| 7D | -2.9% | -2.0% | -0.9% | -1.7% |
| 30D | -7.4% | -1.7% | -5.8% | -6.6% |
| 3M | -3.4% | +4.7% | -8.1% | -6.0% |
| 6M | -13.2% | +12.6% | -25.8% | -19.1% |
| YTD | -33.6% | +11.8% | -45.4% | -37.9% |
| 1Y | -33.8% | +17.5% | -51.3% | -39.9% |
| 3Y | -43.4% | +77.0% | -120.4% | -60.2% |
| 5Y | -42.2% | +82.6% | -124.7% | -61.1% |
| All | -27.4% | +321.7% | -349.1% | -74.9% |
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 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