+1,615.8%
BFC vs VOO
+800.4%
+815.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | 0.0% |
| 7D | +1.3% | +2.6% | -1.3% | 0.0% |
| 30D | +2.5% | -2.0% | +4.5% | +3.4% |
| 3M | -5.1% | -2.8% | -2.3% | -3.9% |
| 6M | +5.2% | +2.2% | +3.0% | +3.8% |
| YTD | +24.4% | +11.5% | +12.9% | +17.4% |
| 1Y | +22.7% | +13.5% | +9.2% | +14.8% |
| 3Y | +98.3% | +78.1% | +20.2% | +50.1% |
| 5Y | +125.6% | +73.1% | +52.4% | +71.1% |
| 10Y | +494.6% | +310.7% | +183.8% | +248.3% |
| All | +1,615.8% | +800.4% | +815.4% | +930.3% |
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 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