+102.1%
BCS vs VOO
+800.4%
-698.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.7% |
| 7D | +2.4% | +2.6% | -0.2% | -1.1% |
| 30D | +0.6% | -2.0% | +2.6% | +3.4% |
| 3M | -18.6% | -2.8% | -15.8% | -15.3% |
| 6M | +1.3% | +2.2% | -0.9% | -1.5% |
| YTD | -8.0% | +11.5% | -19.6% | -20.2% |
| 1Y | +5.2% | +13.5% | -8.3% | -10.8% |
| 3Y | +274.0% | +78.1% | +195.9% | +68.9% |
| 5Y | +157.0% | +73.1% | +83.9% | +19.0% |
| 10Y | +207.4% | +310.7% | -103.3% | -66.9% |
| All | +102.1% | +800.4% | -698.4% | -95.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling