+189.6%
BP vs VOO
+800.4%
-610.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.2% |
| 7D | +3.8% | +2.6% | +1.2% | +1.4% |
| 30D | -5.3% | -2.0% | -3.3% | -3.9% |
| 3M | +9.3% | -2.8% | +12.0% | +11.3% |
| 6M | +7.2% | +2.2% | +5.1% | +3.8% |
| YTD | +38.0% | +11.5% | +26.5% | +22.3% |
| 1Y | +33.2% | +13.5% | +19.7% | +15.9% |
| 3Y | +50.3% | +78.1% | -27.8% | -16.8% |
| 5Y | +114.1% | +73.1% | +40.9% | +19.2% |
| 10Y | +140.7% | +310.7% | -170.0% | -47.0% |
| All | +189.6% | +800.4% | -610.8% | -71.5% |
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