+401.5%
BJ vs VOO
+218.9%
+182.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | +0.9% | +2.6% | -1.7% | -0.3% |
| 30D | +6.7% | -2.0% | +8.7% | +7.5% |
| 3M | +18.0% | -2.8% | +20.7% | +19.2% |
| 6M | +16.1% | +2.2% | +14.0% | +14.4% |
| YTD | +22.6% | +11.5% | +11.0% | +15.5% |
| 1Y | +17.4% | +13.5% | +3.9% | +9.7% |
| 3Y | +60.2% | +78.1% | -17.9% | +16.2% |
| 5Y | +76.8% | +73.1% | +3.7% | +29.2% |
| All | +401.5% | +218.9% | +182.6% | +197.3% |
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 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