+32.7%
BCUS vs VOO
+64.7%
-32.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.2% |
| 7D | +2.0% | -0.6% | +2.6% | +2.6% |
| 30D | -3.5% | -3.6% | +0.2% | 0.0% |
| 3M | -8.4% | -2.7% | -5.7% | -5.9% |
| 6M | -6.2% | +2.2% | -8.5% | -7.9% |
| YTD | +2.2% | +10.9% | -8.7% | -6.7% |
| 1Y | +1.7% | +11.3% | -9.6% | -7.4% |
| All | +32.7% | +64.7% | -32.0% | -17.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling