+158.9%
BCS vs VOO
+75.1%
+83.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -1.2% |
| 7D | -2.3% | -0.9% | -1.4% | -1.4% |
| 30D | +0.4% | -2.3% | +2.7% | +3.1% |
| 3M | -16.8% | -1.2% | -15.7% | -15.7% |
| 6M | +1.0% | +3.3% | -2.3% | -2.3% |
| YTD | -6.9% | +12.3% | -19.2% | -17.3% |
| 1Y | +6.8% | +12.5% | -5.7% | -5.2% |
| 3Y | +278.6% | +79.2% | +199.4% | +109.8% |
| 5Y | +158.9% | +75.7% | +83.2% | +41.5% |
| All | +158.9% | +75.1% | +83.8% | +41.5% |
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 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