-20.9%
BSBK vs VOO
+154.7%
-175.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.2% |
| 7D | +1.3% | -0.4% | +1.7% | +1.5% |
| 30D | +1.8% | -1.4% | +3.2% | +2.3% |
| 3M | +2.5% | +3.7% | -1.3% | +1.0% |
| 6M | +8.4% | +13.0% | -4.6% | +3.4% |
| YTD | +8.5% | +12.4% | -3.9% | +3.8% |
| 1Y | -1.9% | +18.6% | -20.5% | -8.2% |
| 3Y | +24.8% | +78.1% | -53.3% | -1.6% |
| 5Y | -11.8% | +82.3% | -94.1% | -32.0% |
| All | -20.9% | +154.7% | -175.5% | -54.3% |
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