+22.5%
BMA vs VOO
+311.2%
-288.7%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.1% |
| 7D | -4.8% | +3.3% | -8.0% | -8.5% |
| 30D | -15.9% | -2.7% | -13.3% | -13.3% |
| 3M | -30.8% | -1.7% | -29.0% | -29.5% |
| 6M | -23.2% | +3.1% | -26.3% | -26.0% |
| YTD | -36.3% | +11.9% | -48.3% | -44.0% |
| 1Y | -33.5% | +12.1% | -45.6% | -41.5% |
| 3Y | +231.3% | +78.6% | +152.7% | +73.7% |
| 5Y | +348.4% | +73.8% | +274.6% | +140.3% |
| All | +22.5% | +311.2% | -288.7% | -73.9% |
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 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