+22.5%
BCIC vs VOO
+817.1%
-794.6%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.8% |
| 7D | -5.7% | +0.1% | -5.8% | -5.8% |
| 30D | +1.2% | +0.1% | +1.1% | +1.1% |
| 3M | +2.4% | +2.0% | +0.4% | +0.9% |
| 6M | -29.1% | +13.0% | -42.2% | -35.1% |
| YTD | -31.3% | +13.6% | -44.9% | -37.3% |
| 1Y | -30.4% | +20.1% | -50.5% | -39.0% |
| 3Y | -41.8% | +77.6% | -119.3% | -62.1% |
| 5Y | -40.9% | +82.4% | -123.4% | -63.5% |
| 10Y | -25.3% | +316.8% | -342.2% | -78.6% |
| All | +22.5% | +817.1% | -794.6% | -85.2% |
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