+63.5%
BCO vs VOO
+78.5%
-15.0%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.2% |
| 7D | +6.0% | +2.6% | +3.4% | +3.7% |
| 30D | +14.8% | -2.0% | +16.8% | +16.6% |
| 3M | +2.3% | -2.8% | +5.0% | +4.6% |
| 6M | +12.5% | +2.2% | +10.4% | +9.6% |
| YTD | +1.0% | +11.5% | -10.5% | -9.5% |
| 1Y | +3.6% | +13.5% | -9.9% | -8.8% |
| 3Y | +63.5% | +78.1% | -14.6% | -16.4% |
| All | +63.5% | +78.5% | -15.0% | -16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling