+298.1%
BCML vs VOO
+777.9%
-479.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.9% |
| 7D | +1.3% | -2.7% | +4.0% | +2.6% |
| 30D | +1.2% | -5.4% | +6.5% | +3.8% |
| 3M | +2.5% | -4.1% | +6.6% | +4.5% |
| 6M | +5.5% | +0.7% | +4.8% | +4.8% |
| YTD | +9.2% | +8.7% | +0.5% | +4.4% |
| 1Y | +17.7% | +11.0% | +6.7% | +11.3% |
| 3Y | +62.3% | +75.5% | -13.2% | +24.3% |
| 5Y | +80.8% | +68.4% | +12.4% | +39.4% |
| 10Y | +183.2% | +315.7% | -132.5% | +72.9% |
| All | +298.1% | +777.9% | -479.8% | +147.5% |
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