+73.0%
BIBL vs VOO
+77.4%
-4.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +0.6% |
| 7D | -0.7% | -0.8% | +0.1% | +0.2% |
| 30D | -3.9% | -1.1% | -2.8% | -2.8% |
| 3M | -0.1% | +3.9% | -4.0% | -4.1% |
| 6M | +14.4% | +13.6% | +0.8% | 0.0% |
| YTD | +22.5% | +12.7% | +9.8% | +8.1% |
| 1Y | +25.9% | +17.6% | +8.3% | +6.3% |
| 3Y | +73.0% | +77.3% | -4.3% | -6.1% |
| All | +73.0% | +77.4% | -4.4% | -6.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling