+200.5%
BIP vs VOO
+315.3%
-114.8%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.3% |
| 7D | +1.0% | -0.4% | +1.3% | +1.3% |
| 30D | -2.4% | -1.4% | -1.0% | -1.2% |
| 3M | -4.1% | +3.7% | -7.8% | -7.5% |
| 6M | +1.7% | +13.0% | -11.3% | -9.2% |
| YTD | +9.2% | +12.4% | -3.2% | -2.1% |
| 1Y | +24.1% | +18.6% | +5.5% | +5.9% |
| 3Y | +33.9% | +78.1% | -44.2% | -20.2% |
| 5Y | +18.7% | +82.3% | -63.6% | -31.9% |
| 10Y | +200.5% | +322.5% | -122.0% | -24.8% |
| All | +200.5% | +315.3% | -114.8% | -24.8% |
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