-37.5%
BOC vs VOO
+267.2%
-304.7%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | -0.6% | +0.1% | -0.8% | -0.7% |
| 30D | -5.1% | +0.1% | -5.2% | -5.2% |
| 3M | +0.8% | +2.0% | -1.2% | -1.3% |
| 6M | +6.2% | +13.0% | -6.9% | -5.1% |
| YTD | +11.2% | +13.6% | -2.3% | -1.0% |
| 1Y | +3.4% | +20.1% | -16.7% | -12.8% |
| 3Y | -22.1% | +77.6% | -99.7% | -54.7% |
| 5Y | -59.4% | +82.4% | -141.8% | -76.8% |
| All | -37.5% | +267.2% | -304.7% | -78.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling