+138.6%
BCS vs VOO
+817.1%
-678.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.9% |
| 7D | +0.5% | +0.1% | +0.4% | +0.4% |
| 30D | -4.1% | +0.1% | -4.1% | -4.1% |
| 3M | +9.2% | +2.0% | +7.2% | +6.3% |
| 6M | +17.0% | +13.0% | +3.9% | -0.6% |
| YTD | +8.6% | +13.6% | -5.0% | -8.2% |
| 1Y | +37.4% | +20.1% | +17.3% | +7.6% |
| 3Y | +292.4% | +77.6% | +214.9% | +77.7% |
| 5Y | +210.4% | +82.4% | +128.0% | +33.0% |
| 10Y | +296.0% | +316.8% | -20.8% | -58.1% |
| All | +138.6% | +817.1% | -678.5% | -94.9% |
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