+702.7%
BPOP vs VOO
+812.0%
-109.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.5% |
| 7D | +0.2% | +0.5% | -0.3% | -0.4% |
| 30D | -3.7% | -0.9% | -2.8% | -2.7% |
| 3M | +9.1% | +3.9% | +5.2% | +3.9% |
| 6M | +29.5% | +14.5% | +15.0% | +9.7% |
| YTD | +36.0% | +13.0% | +23.1% | +17.2% |
| 1Y | +36.7% | +19.4% | +17.3% | +10.1% |
| 3Y | +175.3% | +78.9% | +96.5% | +35.9% |
| 5Y | +162.2% | +82.3% | +79.9% | +25.5% |
| 10Y | +453.6% | +314.2% | +139.4% | -10.4% |
| All | +702.7% | +812.0% | -109.3% | -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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling