-13.3%
BIPH vs VOO
+96.0%
-109.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.4% |
| 7D | -1.3% | -0.4% | -1.0% | -1.2% |
| 30D | -2.9% | -1.4% | -1.5% | -2.3% |
| 3M | -3.3% | +3.7% | -7.0% | -4.8% |
| 6M | -3.0% | +13.0% | -16.0% | -8.0% |
| YTD | -1.1% | +12.4% | -13.5% | -6.0% |
| 1Y | -5.3% | +18.6% | -23.9% | -12.2% |
| 3Y | +15.5% | +78.1% | -62.6% | -13.9% |
| 5Y | -15.7% | +82.3% | -97.9% | -40.1% |
| All | -13.3% | +96.0% | -109.3% | -39.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling