-81.0%
BMBL vs VOO
+77.4%
-158.4%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.7% |
| 7D | +3.1% | -0.8% | +3.9% | +4.0% |
| 30D | +14.6% | -1.1% | +15.6% | +16.0% |
| 3M | +9.5% | +3.9% | +5.6% | +4.6% |
| 6M | +5.3% | +13.6% | -8.4% | -10.4% |
| YTD | -16.2% | +12.7% | -29.0% | -27.8% |
| 1Y | -55.7% | +17.6% | -73.3% | -63.5% |
| 3Y | -81.0% | +77.3% | -158.3% | -90.8% |
| All | -81.0% | +77.4% | -158.4% | -90.8% |
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