+53.9%
BCSF vs VOO
+216.1%
-162.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.6% |
| 7D | +3.2% | -0.6% | +3.8% | +3.5% |
| 30D | +5.7% | -3.6% | +9.4% | +8.7% |
| 3M | -10.0% | -2.7% | -7.3% | -8.2% |
| 6M | -11.8% | +2.2% | -14.0% | -13.7% |
| YTD | -10.3% | +10.9% | -21.2% | -17.9% |
| 1Y | -6.5% | +11.3% | -17.8% | -14.7% |
| 3Y | +6.2% | +76.9% | -70.7% | -34.6% |
| 5Y | +27.2% | +73.5% | -46.3% | -21.6% |
| All | +53.9% | +216.1% | -162.2% | -47.6% |
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