-51.6%
BOSC vs VOO
+777.9%
-829.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -7.6% | -2.7% | -4.9% | -6.4% |
| 30D | -14.8% | -5.4% | -9.4% | -12.8% |
| 3M | -13.7% | -4.1% | -9.6% | -12.2% |
| 6M | -13.7% | +0.7% | -14.4% | -14.0% |
| YTD | -14.3% | +8.7% | -23.0% | -17.4% |
| 1Y | -36.4% | +11.0% | -47.4% | -39.2% |
| 3Y | +43.2% | +75.5% | -32.2% | +13.7% |
| 5Y | +12.0% | +68.4% | -56.3% | -10.0% |
| 10Y | +88.0% | +315.7% | -227.7% | +15.5% |
| All | -51.6% | +777.9% | -829.5% | -62.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling