+33.1%
BFST vs VOO
+12.0%
+21.1%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | -0.1% |
| 7D | +1.5% | -0.6% | +2.0% | +1.7% |
| 30D | +7.3% | -3.6% | +11.0% | +8.8% |
| 3M | +4.3% | -2.7% | +7.0% | +5.2% |
| 6M | +19.5% | +2.2% | +17.2% | +17.8% |
| YTD | +27.2% | +10.9% | +16.3% | +19.7% |
| 1Y | +33.1% | +11.3% | +21.8% | +25.5% |
| All | +33.1% | +12.0% | +21.1% | +25.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling