+53.9%
BJ vs VOO
+80.3%
-26.4%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.5% |
| 7D | -3.8% | -2.0% | -1.8% | -3.1% |
| 30D | -4.6% | -1.7% | -2.9% | -4.0% |
| 3M | -3.1% | +4.7% | -7.8% | -4.9% |
| 6M | -6.9% | +12.6% | -19.4% | -11.4% |
| YTD | -0.4% | +11.8% | -12.2% | -5.1% |
| 1Y | -8.0% | +17.5% | -25.5% | -14.4% |
| 3Y | +34.2% | +77.0% | -42.8% | -2.0% |
| 5Y | +53.9% | +82.6% | -28.7% | +10.9% |
| All | +53.9% | +80.3% | -26.4% | +10.9% |
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 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