+97.1%
BCX vs VOO
+660.0%
-562.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.7% |
| 7D | -0.4% | +2.6% | -3.0% | -2.5% |
| 30D | -3.3% | -2.0% | -1.3% | -1.9% |
| 3M | -4.9% | -2.8% | -2.2% | -3.0% |
| 6M | -2.4% | +2.2% | -4.5% | -4.6% |
| YTD | +13.6% | +11.5% | +2.1% | +2.9% |
| 1Y | +22.7% | +13.5% | +9.2% | +9.6% |
| 3Y | +73.2% | +78.1% | -4.9% | +3.8% |
| 5Y | +71.9% | +73.1% | -1.2% | +3.8% |
| 10Y | +202.5% | +310.7% | -108.2% | -18.5% |
| All | +97.1% | +660.0% | -562.9% | -70.6% |
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