-12.4%
BIPH vs VOO
+96.5%
-108.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | 0.0% |
| 7D | -0.1% | -0.8% | +0.7% | +0.2% |
| 30D | -2.2% | -1.1% | -1.1% | -1.8% |
| 3M | -2.3% | +3.9% | -6.1% | -3.9% |
| 6M | -1.9% | +13.6% | -15.5% | -7.1% |
| YTD | -0.1% | +12.7% | -12.8% | -5.2% |
| 1Y | -4.6% | +17.6% | -22.2% | -11.2% |
| 3Y | +16.4% | +77.3% | -60.9% | -13.0% |
| 5Y | -14.7% | +84.1% | -98.9% | -39.6% |
| All | -12.4% | +96.5% | -108.9% | -38.7% |
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