-33.7%
BCIC vs VOO
+18.0%
-51.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.8% |
| 7D | -6.0% | -0.4% | -5.6% | -5.8% |
| 30D | -6.1% | -1.4% | -4.7% | -5.4% |
| 3M | -2.0% | +3.7% | -5.7% | -3.9% |
| 6M | -14.6% | +13.0% | -27.7% | -19.7% |
| YTD | -33.5% | +12.4% | -46.0% | -37.1% |
| All | -33.7% | +18.0% | -51.7% | -37.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling