+216.9%
BIP vs VOO
+306.9%
-90.0%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.2% |
| 7D | +5.4% | -0.6% | +6.0% | +5.8% |
| 30D | +6.4% | -3.6% | +10.1% | +9.6% |
| 3M | +5.2% | -2.7% | +8.0% | +7.5% |
| 6M | +10.0% | +2.2% | +7.7% | +7.1% |
| YTD | +17.7% | +10.9% | +6.8% | +6.5% |
| 1Y | +14.3% | +11.3% | +3.0% | +3.0% |
| 3Y | +78.4% | +76.9% | +1.4% | +6.5% |
| 5Y | +21.7% | +73.5% | -51.9% | -26.9% |
| 10Y | +216.9% | +307.7% | -90.8% | -13.4% |
| All | +216.9% | +306.9% | -90.0% | -13.4% |
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