+116.8%
BDC vs VOO
+82.3%
+34.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.5% |
| 7D | +8.9% | +0.5% | +8.4% | +8.2% |
| 30D | -8.1% | -0.9% | -7.2% | -6.9% |
| 3M | +12.9% | +3.9% | +9.0% | +8.0% |
| 6M | 0.0% | +14.5% | -14.5% | -15.3% |
| YTD | +4.8% | +13.0% | -8.1% | -9.7% |
| 1Y | -6.2% | +19.4% | -25.6% | -24.7% |
| 3Y | +27.2% | +78.9% | -51.7% | -35.9% |
| 5Y | +116.8% | +82.3% | +34.6% | +10.1% |
| All | +116.8% | +82.3% | +34.5% | +10.1% |
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