+185.4%
BIBL vs VOO
+241.3%
-56.0%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -0.6% |
| 7D | +0.5% | -0.4% | +0.8% | +0.8% |
| 30D | -2.4% | -1.4% | -1.1% | -1.0% |
| 3M | +0.6% | +3.7% | -3.1% | -3.1% |
| 6M | +13.4% | +13.0% | +0.4% | -0.1% |
| YTD | +22.3% | +12.4% | +9.8% | +8.4% |
| 1Y | +28.4% | +18.6% | +9.8% | +7.7% |
| 3Y | +73.3% | +78.1% | -4.8% | -4.4% |
| 5Y | +50.7% | +82.3% | -31.6% | -18.4% |
| All | +185.4% | +241.3% | -56.0% | -15.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling