+357.0%
BDC vs VOO
+795.4%
-438.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.5% | -1.4% |
| 7D | -2.3% | -0.6% | -1.7% | -1.1% |
| 30D | -3.9% | -3.6% | -0.2% | +1.8% |
| 3M | -22.3% | -2.7% | -19.6% | -18.7% |
| 6M | -6.5% | +2.2% | -8.8% | -8.4% |
| YTD | -9.9% | +10.9% | -20.8% | -21.4% |
| 1Y | -11.6% | +11.3% | -23.0% | -23.3% |
| 3Y | +62.9% | +76.9% | -14.0% | -25.9% |
| 5Y | +60.6% | +73.5% | -12.9% | -24.9% |
| 10Y | +60.0% | +307.7% | -247.7% | -80.5% |
| All | +357.0% | +795.4% | -438.4% | -86.6% |
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