+92.5%
BOSC vs VOO
+314.4%
-222.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | -0.2% |
| 7D | -3.8% | -0.9% | -2.9% | -3.2% |
| 30D | -9.3% | -2.3% | -7.0% | -8.1% |
| 3M | -9.3% | -1.2% | -8.2% | -8.7% |
| 6M | -8.9% | +3.3% | -12.3% | -10.6% |
| YTD | -10.5% | +12.3% | -22.8% | -16.0% |
| 1Y | -18.9% | +12.5% | -31.4% | -23.8% |
| 3Y | +55.1% | +79.2% | -24.0% | +14.1% |
| 5Y | +20.4% | +75.7% | -55.3% | -10.9% |
| 10Y | +92.5% | +313.7% | -221.2% | -37.8% |
| All | +92.5% | +314.4% | -222.0% | -37.8% |
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