+345.8%
BCV vs VOO
+817.1%
-471.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.4% |
| 7D | -2.4% | +0.1% | -2.5% | -2.5% |
| 30D | -1.1% | +0.1% | -1.1% | -1.1% |
| 3M | -7.1% | +2.0% | -9.1% | -8.2% |
| 6M | +9.2% | +13.0% | -3.8% | +1.0% |
| YTD | +13.0% | +13.6% | -0.6% | +4.1% |
| 1Y | +22.4% | +20.1% | +2.3% | +8.8% |
| 3Y | +78.6% | +77.6% | +1.1% | +22.2% |
| 5Y | +18.9% | +82.4% | -63.6% | -20.6% |
| 10Y | +172.7% | +316.8% | -144.1% | +11.7% |
| All | +345.8% | +817.1% | -471.3% | +22.1% |
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