+33.3%
BSCQ vs VOO
+313.1%
-279.8%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | +0.1% | -0.4% | +0.4% | +0.1% |
| 30D | +0.3% | -1.4% | +1.7% | +0.4% |
| 3M | +1.0% | +3.7% | -2.8% | +0.8% |
| 6M | +1.8% | +13.0% | -11.2% | +1.2% |
| YTD | +2.5% | +12.4% | -9.9% | +1.9% |
| 1Y | +4.0% | +18.6% | -14.6% | +3.0% |
| 3Y | +16.9% | +78.1% | -61.2% | +13.0% |
| 5Y | +7.9% | +82.3% | -74.4% | +3.8% |
| All | +33.3% | +313.1% | -279.8% | +27.0% |
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