+196.0%
BCS vs VOO
+309.6%
-113.6%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.6% |
| 7D | +2.4% | +2.6% | -0.2% | -0.5% |
| 30D | +0.6% | -2.0% | +2.6% | +3.0% |
| 3M | -18.6% | -2.8% | -15.8% | -15.8% |
| 6M | +1.3% | +2.2% | -0.9% | -0.9% |
| YTD | -8.0% | +11.5% | -19.6% | -18.0% |
| 1Y | +5.2% | +13.5% | -8.3% | -8.0% |
| 3Y | +274.0% | +78.1% | +195.9% | +98.3% |
| 5Y | +157.0% | +73.1% | +83.9% | +40.2% |
| All | +196.0% | +309.6% | -113.6% | -47.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling