+297.1%
BCV vs VOO
+803.9%
-506.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.1% |
| 7D | +1.3% | +3.3% | -1.9% | -0.8% |
| 30D | -6.9% | -2.7% | -4.2% | -5.1% |
| 3M | -15.7% | -1.7% | -13.9% | -14.6% |
| 6M | -12.4% | +3.1% | -15.5% | -13.9% |
| YTD | +0.6% | +11.9% | -11.3% | -6.3% |
| 1Y | -1.6% | +12.1% | -13.7% | -8.4% |
| 3Y | +82.6% | +78.6% | +4.0% | +24.6% |
| 5Y | +5.9% | +73.8% | -67.9% | -26.9% |
| 10Y | +148.0% | +312.3% | -164.3% | +2.5% |
| All | +297.1% | +803.9% | -506.7% | +9.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling