+289.9%
BCS vs VOO
+321.7%
-31.8%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.2% |
| 7D | -2.6% | -2.0% | -0.6% | -0.3% |
| 30D | -5.9% | -1.7% | -4.2% | -4.0% |
| 3M | +12.1% | +4.7% | +7.4% | +6.4% |
| 6M | +18.1% | +12.6% | +5.5% | +3.8% |
| YTD | +5.4% | +11.8% | -6.4% | -6.4% |
| 1Y | +30.9% | +17.5% | +13.4% | +9.8% |
| 3Y | +287.6% | +77.0% | +210.6% | +105.9% |
| 5Y | +210.6% | +82.6% | +128.0% | +58.6% |
| All | +289.9% | +321.7% | -31.8% | -30.8% |
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