+299.4%
BCML vs VOO
+798.5%
-499.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.0% | -0.8% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | +2.4% | -3.3% | +5.7% | +4.0% |
| 3M | +3.5% | -2.4% | +5.9% | +4.5% |
| 6M | +3.0% | +2.6% | +0.4% | +1.4% |
| YTD | +9.5% | +11.3% | -1.7% | +3.5% |
| 1Y | +19.1% | +13.4% | +5.6% | +11.4% |
| 3Y | +67.5% | +80.3% | -12.8% | +26.6% |
| 5Y | +80.6% | +72.7% | +7.9% | +37.6% |
| 10Y | +180.9% | +310.0% | -129.1% | +69.7% |
| All | +299.4% | +798.5% | -499.1% | +145.5% |
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