+134.0%
BP vs VOO
+321.7%
-187.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.4% |
| 7D | +5.7% | -2.0% | +7.7% | +7.4% |
| 30D | +8.1% | -1.7% | +9.7% | +9.4% |
| 3M | +8.6% | +4.7% | +3.9% | +3.9% |
| 6M | +18.1% | +12.6% | +5.6% | +5.7% |
| YTD | +37.6% | +11.8% | +25.8% | +23.7% |
| 1Y | +39.4% | +17.5% | +21.9% | +19.7% |
| 3Y | +40.1% | +77.0% | -36.9% | -17.9% |
| 5Y | +141.3% | +82.6% | +58.7% | +34.7% |
| All | +134.0% | +321.7% | -187.7% | -40.1% |
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