+4.5%
BCSF vs VOO
+79.1%
-74.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.1% | -1.2% |
| 7D | -2.3% | +0.5% | -2.8% | -2.6% |
| 30D | -11.3% | -0.9% | -10.4% | -10.7% |
| 3M | -6.4% | +3.9% | -10.3% | -8.9% |
| 6M | -1.7% | +14.5% | -16.2% | -10.5% |
| YTD | -10.5% | +13.0% | -23.5% | -17.7% |
| 1Y | -14.5% | +19.4% | -33.9% | -24.4% |
| 3Y | +4.5% | +78.9% | -74.4% | -30.4% |
| All | +4.5% | +79.1% | -74.6% | -30.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling