+720.6%
BPOP vs VOO
+817.1%
-96.5%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | +0.9% | +0.1% | +0.8% | +0.8% |
| 30D | -3.5% | +0.1% | -3.6% | -3.6% |
| 3M | +12.1% | +2.0% | +10.1% | +9.1% |
| 6M | +27.4% | +13.0% | +14.4% | +9.6% |
| YTD | +39.1% | +13.6% | +25.5% | +19.0% |
| 1Y | +38.0% | +20.1% | +17.9% | +10.4% |
| 3Y | +166.0% | +77.6% | +88.5% | +32.5% |
| 5Y | +164.4% | +82.4% | +82.0% | +26.5% |
| 10Y | +466.1% | +316.8% | +149.3% | -9.1% |
| All | +720.6% | +817.1% | -96.5% | -58.9% |
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 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