-18.3%
BFS vs VOO
+314.0%
-332.3%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.6% | +0.6% |
| 7D | -0.6% | +0.5% | -1.2% | -1.2% |
| 30D | -4.3% | -0.9% | -3.4% | -3.5% |
| 3M | -9.4% | +3.9% | -13.3% | -13.1% |
| 6M | -2.1% | +14.5% | -16.6% | -14.9% |
| YTD | +8.8% | +13.0% | -4.2% | -4.5% |
| 1Y | +7.3% | +19.4% | -12.2% | -11.4% |
| 3Y | +6.0% | +78.9% | -72.9% | -44.3% |
| 5Y | -0.8% | +82.3% | -83.0% | -49.4% |
| 10Y | -18.3% | +314.2% | -332.5% | -83.1% |
| All | -18.3% | +314.0% | -332.3% | -83.1% |
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