+95.5%
BOSC vs VOO
+314.0%
-218.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.6% | +3.8% | +3.5% |
| 7D | +2.8% | +0.5% | +2.2% | +2.5% |
| 30D | +8.4% | -0.9% | +9.3% | +8.9% |
| 3M | +13.2% | +3.9% | +9.3% | +10.8% |
| 6M | +1.3% | +14.5% | -13.3% | -6.2% |
| YTD | +5.0% | +13.0% | -7.9% | -2.0% |
| 1Y | -2.2% | +19.4% | -21.7% | -11.3% |
| 3Y | +23.1% | +78.9% | -55.7% | -10.1% |
| 5Y | +16.5% | +82.3% | -65.7% | -16.0% |
| 10Y | +95.5% | +314.2% | -218.7% | -29.9% |
| All | +95.5% | +314.0% | -218.5% | -29.9% |
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