+92.1%
BSAC vs VOO
+800.4%
-708.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.7% |
| 7D | +0.3% | +2.6% | -2.3% | -1.7% |
| 30D | +0.7% | -2.0% | +2.7% | +2.3% |
| 3M | -5.4% | -2.8% | -2.6% | -3.3% |
| 6M | +8.2% | +2.2% | +6.0% | +6.3% |
| YTD | +9.4% | +11.5% | -2.1% | +0.6% |
| 1Y | +15.1% | +13.5% | +1.6% | +4.3% |
| 3Y | +113.1% | +78.1% | +35.0% | +33.5% |
| 5Y | +118.8% | +73.1% | +45.6% | +38.4% |
| 10Y | +137.2% | +310.7% | -173.5% | -32.9% |
| All | +92.1% | +800.4% | -708.3% | -77.4% |
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