-59.4%
BCIC vs VOO
+72.6%
-131.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.4% | -7.2% | -7.4% |
| 7D | -16.9% | +2.6% | -19.4% | -17.5% |
| 30D | -23.7% | -2.0% | -21.7% | -23.2% |
| 3M | -30.4% | -2.8% | -27.7% | -29.9% |
| 6M | -30.3% | +2.2% | -32.5% | -30.8% |
| YTD | -50.7% | +11.5% | -62.2% | -52.4% |
| 1Y | -51.6% | +13.5% | -65.1% | -53.5% |
| 3Y | -51.9% | +78.1% | -130.0% | -58.8% |
| All | -59.4% | +72.6% | -131.9% | -66.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling