+29.3%
BFST vs VOO
+72.0%
-42.7%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.5% | -0.1% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | +7.5% | -3.3% | +10.9% | +10.4% |
| 3M | +4.1% | -2.4% | +6.5% | +5.9% |
| 6M | +19.7% | +2.6% | +17.1% | +16.4% |
| YTD | +27.4% | +11.3% | +16.1% | +15.4% |
| 1Y | +35.8% | +13.4% | +22.4% | +20.8% |
| 3Y | +74.0% | +80.3% | -6.3% | +6.5% |
| 5Y | +29.3% | +72.7% | -43.4% | -21.1% |
| All | +29.3% | +72.0% | -42.7% | -21.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling