+30.7%
BP vs VOO
+11.8%
+18.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.6% | +1.1% |
| 7D | +2.5% | +3.3% | -0.8% | +3.9% |
| 30D | -5.6% | -2.7% | -2.9% | -6.7% |
| 3M | +8.0% | -1.7% | +9.8% | +7.4% |
| 6M | +5.7% | +3.1% | +2.5% | +7.1% |
| YTD | +36.8% | +11.9% | +24.9% | +43.1% |
| 1Y | +30.7% | +12.1% | +18.6% | +37.1% |
| All | +30.7% | +11.8% | +18.9% | +37.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling