+12.5%
BCIC vs VOO
+806.9%
-794.4%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.3% | -5.9% | -5.5% |
| 7D | +9.0% | -0.9% | +9.9% | +9.6% |
| 30D | -4.2% | -2.3% | -1.9% | -2.7% |
| 3M | -12.0% | -1.2% | -10.8% | -11.4% |
| 6M | -12.3% | +3.3% | -15.7% | -14.6% |
| YTD | -36.9% | +12.3% | -49.2% | -42.0% |
| 1Y | -40.3% | +12.5% | -52.8% | -45.2% |
| 3Y | -39.1% | +79.2% | -118.3% | -60.7% |
| 5Y | -48.4% | +75.7% | -124.1% | -67.1% |
| 10Y | -23.5% | +313.7% | -337.2% | -78.0% |
| All | +12.5% | +806.9% | -794.4% | -86.3% |
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 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