+111.3%
BSAC vs VOO
+817.1%
-705.7%
-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% | -0.1% | -0.2% |
| 7D | +1.5% | +0.1% | +1.4% | +1.4% |
| 30D | +1.2% | +0.1% | +1.1% | +1.1% |
| 3M | +16.5% | +2.0% | +14.5% | +14.6% |
| 6M | +17.4% | +13.0% | +4.4% | +6.7% |
| YTD | +20.4% | +13.6% | +6.8% | +9.1% |
| 1Y | +49.7% | +20.1% | +29.6% | +29.7% |
| 3Y | +116.4% | +77.6% | +38.8% | +36.0% |
| 5Y | +129.6% | +82.4% | +47.2% | +39.0% |
| 10Y | +168.9% | +316.8% | -147.9% | -24.8% |
| All | +111.3% | +817.1% | -705.7% | -75.5% |
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