+55.7%
BFS vs VOO
+817.1%
-761.4%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.4% |
| 7D | -2.3% | +0.1% | -2.4% | -2.4% |
| 30D | -3.3% | +0.1% | -3.4% | -3.4% |
| 3M | -9.4% | +2.0% | -11.4% | -11.5% |
| 6M | -4.0% | +13.0% | -17.1% | -15.2% |
| YTD | +8.7% | +13.6% | -4.9% | -4.7% |
| 1Y | +4.5% | +20.1% | -15.5% | -13.5% |
| 3Y | +6.8% | +77.6% | -70.7% | -41.4% |
| 5Y | -2.9% | +82.4% | -85.3% | -48.6% |
| 10Y | -18.5% | +316.8% | -335.3% | -80.1% |
| All | +55.7% | +817.1% | -761.4% | -83.3% |
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