+135.8%
BP vs VOO
+82.3%
+53.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.0% | +2.7% |
| 7D | +0.9% | +0.5% | +0.4% | +0.6% |
| 30D | +9.1% | -0.9% | +10.1% | +9.6% |
| 3M | +3.9% | +3.9% | 0.0% | +1.5% |
| 6M | +13.6% | +14.5% | -0.9% | +4.6% |
| YTD | +34.0% | +13.0% | +21.1% | +24.3% |
| 1Y | +39.2% | +19.4% | +19.7% | +24.5% |
| 3Y | +36.4% | +78.9% | -42.5% | -6.0% |
| 5Y | +135.8% | +82.3% | +53.5% | +59.6% |
| All | +135.8% | +82.3% | +53.5% | +59.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling