+156.8%
BPOP vs VOO
+81.4%
+75.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.2% | -1.2% |
| 7D | -3.4% | -0.4% | -3.0% | -3.0% |
| 30D | -5.2% | -1.4% | -3.9% | -4.0% |
| 3M | +5.7% | +3.7% | +2.0% | +1.8% |
| 6M | +28.5% | +13.0% | +15.4% | +13.5% |
| YTD | +33.8% | +12.4% | +21.4% | +18.9% |
| 1Y | +35.9% | +18.6% | +17.3% | +14.5% |
| 3Y | +170.8% | +78.1% | +92.8% | +53.2% |
| All | +156.8% | +81.4% | +75.4% | +42.9% |
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