-60.1%
BOC vs VOO
+75.1%
-135.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | -0.4% |
| 7D | -2.0% | -0.9% | -1.1% | -1.4% |
| 30D | +7.7% | -2.3% | +10.0% | +9.7% |
| 3M | -3.4% | -1.2% | -2.2% | -2.7% |
| 6M | +19.2% | +3.3% | +15.8% | +15.1% |
| YTD | +11.1% | +12.3% | -1.2% | -0.9% |
| 1Y | +9.5% | +12.5% | -3.0% | -2.7% |
| 3Y | -4.3% | +79.2% | -83.5% | -49.3% |
| 5Y | -60.1% | +75.7% | -135.7% | -78.5% |
| All | -60.1% | +75.1% | -135.2% | -78.5% |
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