+75.9%
BCX vs VOO
+79.1%
-3.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.5% |
| 7D | -0.3% | +0.5% | -0.8% | -0.6% |
| 30D | +9.7% | -0.9% | +10.6% | +10.3% |
| 3M | +14.8% | +3.9% | +10.9% | +12.0% |
| 6M | +11.4% | +14.5% | -3.1% | +2.4% |
| YTD | +25.9% | +13.0% | +13.0% | +16.6% |
| 1Y | +41.0% | +19.4% | +21.6% | +26.1% |
| 3Y | +75.9% | +78.9% | -2.9% | +20.3% |
| All | +75.9% | +79.1% | -3.2% | +20.3% |
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