+134.9%
BIPC vs VOO
+217.4%
-82.4%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | -1.3% |
| 7D | +4.2% | +0.1% | +4.2% | +4.0% |
| 30D | +6.7% | -3.3% | +10.0% | +9.4% |
| 3M | +2.2% | -2.4% | +4.6% | +4.0% |
| 6M | +4.6% | +2.6% | +2.0% | +1.8% |
| YTD | -9.3% | +11.3% | -20.6% | -17.6% |
| 1Y | -8.3% | +13.4% | -21.8% | -18.1% |
| 3Y | +52.8% | +80.3% | -27.5% | -6.5% |
| 5Y | +12.3% | +72.7% | -60.4% | -29.1% |
| All | +134.9% | +217.4% | -82.4% | -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