+52.3%
BCSF vs VOO
+220.5%
-168.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.4% |
| 7D | -2.5% | -0.4% | -2.1% | -2.2% |
| 30D | -10.9% | -1.4% | -9.5% | -9.9% |
| 3M | -7.0% | +3.7% | -10.7% | -9.8% |
| 6M | -1.4% | +13.0% | -14.4% | -10.8% |
| YTD | -11.2% | +12.4% | -23.7% | -19.4% |
| 1Y | -14.9% | +18.6% | -33.5% | -26.1% |
| 3Y | +3.7% | +78.1% | -74.4% | -36.4% |
| 5Y | +33.6% | +82.3% | -48.7% | -21.3% |
| All | +52.3% | +220.5% | -168.1% | -48.6% |
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 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