-54.2%
BOF vs VOO
+77.6%
-131.8%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -0.4% | +15.1% | +15.0% |
| 7D | +20.8% | +2.6% | +18.3% | +18.5% |
| 30D | -10.2% | -2.0% | -8.2% | -9.2% |
| 3M | -54.4% | -2.8% | -51.6% | -53.6% |
| 6M | -37.2% | +2.2% | -39.3% | -38.6% |
| YTD | -36.2% | +11.5% | -47.7% | -41.7% |
| 1Y | -36.4% | +13.5% | -49.9% | -42.5% |
| 3Y | +47.1% | +78.1% | -31.0% | -7.1% |
| All | -54.2% | +77.6% | -131.8% | -69.3% |
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