-63.9%
BOF vs VOO
+78.9%
-142.8%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.3% | -4.9% | -4.5% |
| 7D | -5.3% | -0.9% | -4.4% | -4.9% |
| 30D | -48.4% | -2.3% | -46.0% | -47.6% |
| 3M | -62.3% | -1.2% | -61.1% | -62.1% |
| 6M | -54.0% | +3.3% | -57.4% | -55.5% |
| YTD | -49.7% | +12.3% | -62.0% | -54.2% |
| 1Y | -50.5% | +12.5% | -63.0% | -55.0% |
| 3Y | +4.2% | +79.2% | -74.9% | -34.4% |
| All | -63.9% | +78.9% | -142.8% | -75.9% |
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