-19.8%
BFS vs VOO
+317.9%
-337.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.4% | -1.3% |
| 7D | -1.3% | +0.1% | -1.4% | -1.6% |
| 30D | -2.0% | -3.3% | +1.3% | +0.9% |
| 3M | -13.6% | -2.4% | -11.2% | -11.9% |
| 6M | -15.1% | +2.6% | -17.7% | -17.9% |
| YTD | -1.8% | +11.3% | -13.0% | -12.8% |
| 1Y | +1.3% | +13.4% | -12.2% | -12.1% |
| 3Y | +1.4% | +80.3% | -78.8% | -47.3% |
| 5Y | -23.4% | +72.7% | -96.1% | -58.5% |
| 10Y | -19.8% | +310.0% | -329.8% | -80.6% |
| All | -19.8% | +317.9% | -337.7% | -80.6% |
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 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