+13.0%
BIPJ vs VOO
+48.6%
-35.6%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -0.5% | -2.0% | +1.5% | -0.1% |
| 30D | -2.3% | -1.7% | -0.6% | -1.9% |
| 3M | -3.5% | +4.7% | -8.2% | -4.4% |
| 6M | -1.6% | +12.6% | -14.2% | -4.1% |
| YTD | +0.9% | +11.8% | -10.9% | -1.5% |
| 1Y | +0.3% | +17.5% | -17.2% | -3.2% |
| All | +13.0% | +48.6% | -35.6% | +1.4% |
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