+54.4%
BCSF vs VOO
+220.1%
-165.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | -0.7% |
| 7D | +0.3% | -0.9% | +1.2% | +0.8% |
| 30D | +5.5% | -2.3% | +7.9% | +7.4% |
| 3M | -8.9% | -1.2% | -7.7% | -8.2% |
| 6M | -9.1% | +3.3% | -12.4% | -11.8% |
| YTD | -10.0% | +12.3% | -22.3% | -18.4% |
| 1Y | -4.8% | +12.5% | -17.3% | -13.9% |
| 3Y | +6.6% | +79.2% | -72.6% | -35.0% |
| 5Y | +26.6% | +75.7% | -49.1% | -22.7% |
| All | +54.4% | +220.1% | -165.7% | -47.9% |
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 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