+151.4%
BCV vs VOO
+314.4%
-163.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.1% | +1.5% |
| 7D | -2.0% | -0.9% | -1.1% | -1.4% |
| 30D | -6.8% | -2.3% | -4.5% | -5.1% |
| 3M | -12.1% | -1.2% | -10.9% | -11.2% |
| 6M | -12.2% | +3.3% | -15.6% | -14.1% |
| YTD | +2.0% | +12.3% | -10.3% | -5.9% |
| 1Y | -2.8% | +12.5% | -15.3% | -10.4% |
| 3Y | +85.1% | +79.2% | +5.9% | +21.0% |
| 5Y | +8.9% | +75.7% | -66.8% | -28.4% |
| 10Y | +151.4% | +313.7% | -162.3% | -5.5% |
| All | +151.4% | +314.4% | -163.0% | -5.5% |
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