+4.3%
BIPJ vs VOO
+48.3%
-44.0%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | -2.8% | +2.6% | -5.4% | -3.3% |
| 30D | -7.1% | -2.0% | -5.1% | -6.8% |
| 3M | -11.2% | -2.8% | -8.4% | -10.7% |
| 6M | -10.5% | +2.2% | -12.7% | -11.0% |
| YTD | -6.9% | +11.5% | -18.4% | -9.1% |
| 1Y | -8.2% | +13.5% | -21.7% | -10.8% |
| All | +4.3% | +48.3% | -44.0% | -6.4% |
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 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