+37.0%
BPAY vs VOO
+77.4%
-40.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | -0.7% |
| 7D | -4.2% | -0.8% | -3.4% | -3.2% |
| 30D | -0.9% | -1.1% | +0.2% | +0.6% |
| 3M | +12.1% | +3.9% | +8.2% | +7.0% |
| 6M | +15.9% | +13.6% | +2.3% | -0.7% |
| YTD | -1.2% | +12.7% | -13.9% | -14.3% |
| 1Y | -13.2% | +17.6% | -30.7% | -28.1% |
| 3Y | +37.0% | +77.3% | -40.3% | -29.0% |
| All | +37.0% | +77.4% | -40.4% | -29.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling