-38.6%
BOC vs VOO
+261.3%
-299.9%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.9% |
| 7D | -2.1% | -2.0% | -0.1% | -0.4% |
| 30D | -5.0% | -1.7% | -3.3% | -3.7% |
| 3M | -1.2% | +4.7% | -6.0% | -5.4% |
| 6M | +8.8% | +12.6% | -3.8% | -2.4% |
| YTD | +9.2% | +11.8% | -2.5% | -1.5% |
| 1Y | +1.0% | +17.5% | -16.5% | -13.2% |
| 3Y | -19.0% | +77.0% | -96.0% | -52.8% |
| 5Y | -58.5% | +82.6% | -141.1% | -76.3% |
| All | -38.6% | +261.3% | -299.9% | -78.8% |
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 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