-35.7%
BOSC vs VOO
+14.7%
-50.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.0% | -1.9% |
| 7D | -2.5% | -0.7% | -1.8% | -2.3% |
| 30D | -8.6% | -1.1% | -7.6% | -8.3% |
| 3M | -7.6% | -0.3% | -7.3% | -7.5% |
| 6M | -9.4% | +7.4% | -16.8% | -12.1% |
| YTD | -7.0% | +13.4% | -20.4% | -10.0% |
| 1Y | -35.7% | +14.8% | -50.5% | -39.0% |
| All | -35.7% | +14.7% | -50.3% | -39.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling