-0.9%
BOSC vs VOO
+20.9%
-21.8%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | +0.2% | +0.1% | +0.1% | +0.2% |
| 30D | +3.1% | +0.1% | +3.1% | +3.1% |
| 3M | +10.2% | +2.0% | +8.2% | +9.6% |
| 6M | -7.0% | +13.0% | -20.0% | -9.9% |
| YTD | +1.8% | +13.6% | -11.8% | -2.4% |
| 1Y | -0.9% | +20.1% | -20.9% | -6.3% |
| All | -0.9% | +20.9% | -21.8% | -6.3% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling