-42.6%
BOSC vs VOO
+817.1%
-859.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 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% | +9.2% |
| 6M | -7.0% | +13.0% | -20.0% | -11.9% |
| YTD | +1.8% | +13.6% | -11.8% | -3.8% |
| 1Y | -0.9% | +20.1% | -20.9% | -8.3% |
| 3Y | +18.7% | +77.6% | -58.9% | -6.4% |
| 5Y | +11.3% | +82.4% | -71.2% | -13.4% |
| 10Y | +77.8% | +316.8% | -239.1% | +7.9% |
| All | -42.6% | +817.1% | -859.7% | -56.5% |
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