+60.2%
BJ vs VOO
+78.5%
-18.2%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.5% |
| 7D | +0.9% | +2.6% | -1.7% | +0.9% |
| 30D | +6.7% | -2.0% | +8.7% | +6.7% |
| 3M | +18.0% | -2.8% | +20.7% | +17.9% |
| 6M | +16.1% | +2.2% | +14.0% | +16.1% |
| YTD | +22.6% | +11.5% | +11.0% | +21.7% |
| 1Y | +17.4% | +13.5% | +3.9% | +16.2% |
| 3Y | +60.2% | +78.1% | -17.9% | +31.0% |
| All | +60.2% | +78.5% | -18.2% | +31.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling