-11.5%
BOF vs VOO
+79.9%
-91.4%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.4% | +3.3% |
| 7D | +0.3% | +0.5% | -0.3% | -0.2% |
| 30D | -5.5% | -0.9% | -4.6% | -4.9% |
| 3M | +8.0% | +3.9% | +4.1% | +4.4% |
| 6M | +11.7% | +14.5% | -2.9% | +0.3% |
| YTD | +23.3% | +13.0% | +10.3% | +12.0% |
| 1Y | +74.6% | +19.4% | +55.2% | +53.5% |
| 3Y | +84.0% | +78.9% | +5.2% | +14.9% |
| All | -11.5% | +79.9% | -91.4% | -41.0% |
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