+45.2%
BIPC vs VOO
+75.5%
-30.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.3% | +4.3% | +4.3% |
| 7D | +5.8% | -2.7% | +8.5% | +8.0% |
| 30D | +5.4% | -5.4% | +10.7% | +10.0% |
| 3M | +1.3% | -4.1% | +5.3% | +4.5% |
| 6M | +2.7% | +0.7% | +1.9% | +1.1% |
| YTD | -9.8% | +8.7% | -18.5% | -17.3% |
| 1Y | -11.0% | +11.0% | -21.9% | -20.0% |
| 3Y | +45.2% | +75.5% | -30.3% | -32.3% |
| All | +45.2% | +75.5% | -30.3% | -32.3% |
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