+209.3%
BCS vs VOO
+81.6%
+127.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | -0.8% |
| 7D | +0.9% | -0.4% | +1.3% | +1.3% |
| 30D | -5.5% | -1.4% | -4.1% | -4.0% |
| 3M | +9.9% | +3.7% | +6.2% | +5.7% |
| 6M | +21.8% | +13.0% | +8.7% | +7.0% |
| YTD | +6.3% | +12.4% | -6.1% | -5.8% |
| 1Y | +33.2% | +18.6% | +14.6% | +11.6% |
| 3Y | +291.0% | +78.1% | +213.0% | +117.6% |
| 5Y | +209.3% | +82.3% | +127.1% | +64.3% |
| All | +209.3% | +81.6% | +127.8% | +64.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling