+43.5%
BFST vs VOO
+222.7%
-179.2%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | +0.7% | +2.6% | -1.9% | -1.9% |
| 30D | +5.5% | -2.0% | +7.5% | +7.3% |
| 3M | +0.9% | -2.8% | +3.7% | +3.4% |
| 6M | +21.1% | +2.2% | +19.0% | +17.5% |
| YTD | +25.9% | +11.5% | +14.4% | +11.3% |
| 1Y | +31.1% | +13.5% | +17.6% | +13.7% |
| 3Y | +70.7% | +78.1% | -7.4% | -7.5% |
| 5Y | +27.9% | +73.1% | -45.3% | -29.1% |
| All | +43.5% | +222.7% | -179.2% | -54.2% |
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