+96.6%
BOSC vs VOO
+317.9%
-221.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.3% | +1.2% | +2.4% |
| 7D | -3.8% | +0.1% | -3.9% | -3.7% |
| 30D | -11.2% | -3.3% | -7.9% | -9.5% |
| 3M | -8.4% | -2.4% | -6.0% | -7.1% |
| 6M | -11.0% | +2.6% | -13.6% | -12.3% |
| YTD | -11.2% | +11.3% | -22.5% | -16.3% |
| 1Y | -23.3% | +13.4% | -36.7% | -28.3% |
| 3Y | +47.3% | +80.3% | -33.0% | +8.0% |
| 5Y | +16.7% | +72.7% | -56.0% | -12.8% |
| 10Y | +96.6% | +310.0% | -213.4% | -35.4% |
| All | +96.6% | +317.9% | -221.3% | -35.4% |
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