+174.5%
BP vs VOO
+817.1%
-642.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.9% |
| 7D | +3.9% | +0.1% | +3.8% | +3.8% |
| 30D | +7.6% | +0.1% | +7.6% | +7.4% |
| 3M | +0.7% | +2.0% | -1.3% | -1.7% |
| 6M | +15.5% | +13.0% | +2.5% | +1.7% |
| YTD | +30.8% | +13.6% | +17.2% | +14.6% |
| 1Y | +34.3% | +20.1% | +14.2% | +11.4% |
| 3Y | +35.1% | +77.6% | -42.5% | -24.7% |
| 5Y | +126.8% | +82.4% | +44.4% | +20.3% |
| 10Y | +123.4% | +316.8% | -193.5% | -51.2% |
| All | +174.5% | +817.1% | -642.6% | -73.3% |
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