+27.2%
BDC vs VOO
+79.1%
-51.9%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.6% |
| 7D | +8.9% | +0.5% | +8.4% | +8.1% |
| 30D | -8.1% | -0.9% | -7.2% | -6.8% |
| 3M | +12.9% | +3.9% | +9.0% | +7.4% |
| 6M | 0.0% | +14.5% | -14.5% | -16.8% |
| YTD | +4.8% | +13.0% | -8.1% | -11.2% |
| 1Y | -6.2% | +19.4% | -25.6% | -26.5% |
| 3Y | +27.2% | +78.9% | -51.7% | -34.8% |
| All | +27.2% | +79.1% | -51.9% | -34.8% |
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 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