-5.5%
BDC vs VOO
+20.9%
-26.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.4% |
| 7D | +6.1% | +0.1% | +6.0% | +6.0% |
| 30D | -4.6% | +0.1% | -4.7% | -4.6% |
| 3M | +10.5% | +2.0% | +8.5% | +7.3% |
| 6M | -11.1% | +13.0% | -24.1% | -24.6% |
| YTD | +5.0% | +13.6% | -8.6% | -12.1% |
| 1Y | -5.5% | +20.1% | -25.5% | -29.8% |
| All | -5.5% | +20.9% | -26.4% | -29.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling