+15.5%
BIPC vs VOO
+75.1%
-59.7%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | -0.3% |
| 7D | +3.8% | -0.9% | +4.7% | +4.4% |
| 30D | +7.7% | -2.3% | +10.1% | +9.5% |
| 3M | +0.8% | -1.2% | +2.0% | +1.6% |
| 6M | +3.1% | +3.3% | -0.2% | -0.2% |
| YTD | -9.4% | +12.3% | -21.7% | -18.2% |
| 1Y | -8.5% | +12.5% | -21.0% | -17.6% |
| 3Y | +53.0% | +79.2% | -26.2% | -5.6% |
| 5Y | +15.5% | +75.7% | -60.2% | -28.0% |
| All | +15.5% | +75.1% | -59.7% | -28.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling