+92.1%
BSAC vs VOO
+806.9%
-714.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | -0.7% |
| 7D | -1.9% | -0.9% | -1.0% | -1.3% |
| 30D | +0.7% | -2.3% | +3.1% | +2.6% |
| 3M | -7.4% | -1.2% | -6.3% | -6.6% |
| 6M | +8.9% | +3.3% | +5.5% | +6.0% |
| YTD | +9.4% | +12.3% | -2.9% | 0.0% |
| 1Y | +12.6% | +12.5% | +0.1% | +2.8% |
| 3Y | +106.7% | +79.2% | +27.5% | +28.9% |
| 5Y | +118.0% | +75.7% | +42.3% | +36.2% |
| 10Y | +137.2% | +313.7% | -176.4% | -33.3% |
| All | +92.1% | +806.9% | -714.8% | -77.6% |
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 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