+109.4%
BP vs VOO
+75.1%
+34.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +0.9% |
| 7D | -0.8% | -0.9% | +0.1% | -0.4% |
| 30D | -3.1% | -2.3% | -0.8% | -2.1% |
| 3M | +6.2% | -1.2% | +7.3% | +6.4% |
| 6M | +4.8% | +3.3% | +1.5% | +2.3% |
| YTD | +35.2% | +12.3% | +22.8% | +25.3% |
| 1Y | +27.4% | +12.5% | +14.9% | +18.0% |
| 3Y | +49.8% | +79.2% | -29.4% | +2.4% |
| 5Y | +109.4% | +75.7% | +33.7% | +43.4% |
| All | +109.4% | +75.1% | +34.2% | +43.4% |
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