-99.8%
BIVI vs VOO
+145.4%
-245.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.1% |
| 7D | -5.9% | -2.0% | -3.9% | -2.9% |
| 30D | +50.4% | -1.7% | +52.1% | +54.5% |
| 3M | +17.2% | +4.7% | +12.4% | +9.4% |
| 6M | +39.4% | +12.6% | +26.9% | +17.3% |
| YTD | +64.7% | +11.8% | +52.9% | +40.5% |
| 1Y | 0.0% | +17.5% | -17.5% | -20.4% |
| 3Y | -99.4% | +77.0% | -176.4% | -99.7% |
| 5Y | -99.7% | +82.6% | -182.3% | -99.9% |
| All | -99.8% | +145.4% | -245.2% | -99.9% |
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