+60.6%
BDC vs VOO
+72.8%
-12.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.5% | -1.4% |
| 7D | -2.3% | -0.6% | -1.7% | -1.2% |
| 30D | -3.9% | -3.6% | -0.2% | +1.3% |
| 3M | -22.3% | -2.7% | -19.6% | -19.0% |
| 6M | -6.5% | +2.2% | -8.8% | -8.2% |
| YTD | -9.9% | +10.9% | -20.8% | -20.2% |
| 1Y | -11.6% | +11.3% | -23.0% | -22.0% |
| 3Y | +62.9% | +76.9% | -14.0% | -16.7% |
| 5Y | +60.6% | +73.5% | -12.9% | -14.3% |
| All | +60.6% | +72.8% | -12.2% | -14.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling