-89.5%
BDSX vs VOO
+149.9%
-239.4%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.7% | +2.8% |
| 7D | +3.0% | -0.8% | +3.8% | +3.8% |
| 30D | +11.3% | -1.1% | +12.4% | +12.6% |
| 3M | +82.2% | +3.9% | +78.3% | +76.3% |
| 6M | +41.4% | +13.6% | +27.8% | +26.4% |
| YTD | +296.5% | +12.7% | +283.8% | +255.4% |
| 1Y | +226.5% | +17.6% | +208.9% | +182.0% |
| 3Y | -4.4% | +77.3% | -81.7% | -47.5% |
| 5Y | -86.0% | +84.1% | -170.2% | -92.9% |
| All | -89.5% | +149.9% | -239.4% | -95.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling