-86.4%
BDSX vs VOO
+81.3%
-167.7%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -3.3% |
| 7D | -1.6% | -2.0% | +0.3% | +0.2% |
| 30D | +7.1% | -1.7% | +8.8% | +8.9% |
| 3M | +73.5% | +4.7% | +68.7% | +66.7% |
| 6M | +39.1% | +12.6% | +26.6% | +25.8% |
| YTD | +282.9% | +11.8% | +271.2% | +246.7% |
| 1Y | +149.4% | +17.5% | +131.9% | +115.8% |
| 3Y | -10.2% | +77.0% | -87.2% | -50.3% |
| All | -86.4% | +81.3% | -167.7% | -93.3% |
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