+135.6%
BIB vs VOO
+325.3%
-189.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -1.3% |
| 7D | -8.5% | -0.8% | -7.8% | -7.2% |
| 30D | +0.3% | -1.1% | +1.4% | +2.3% |
| 3M | +33.4% | +3.9% | +29.5% | +24.2% |
| 6M | +30.7% | +13.6% | +17.1% | +4.8% |
| YTD | +37.6% | +12.7% | +24.9% | +11.9% |
| 1Y | +86.1% | +17.6% | +68.5% | +40.7% |
| 3Y | +117.6% | +77.3% | +40.3% | -19.4% |
| 5Y | +6.7% | +84.1% | -77.4% | -61.5% |
| All | +135.6% | +325.3% | -189.7% | -84.8% |
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