+667.0%
BSET vs VOO
+802.4%
-135.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.1% |
| 7D | -2.8% | -2.0% | -0.9% | -1.2% |
| 30D | -6.7% | -1.7% | -5.0% | -5.4% |
| 3M | +21.7% | +4.7% | +17.0% | +17.0% |
| 6M | +32.9% | +12.6% | +20.4% | +20.0% |
| YTD | +12.0% | +11.8% | +0.3% | +1.6% |
| 1Y | +15.1% | +17.5% | -2.5% | -0.1% |
| 3Y | +42.4% | +77.0% | -34.6% | -15.8% |
| 5Y | +24.6% | +82.6% | -58.0% | -29.5% |
| 10Y | +16.4% | +320.0% | -303.6% | -66.8% |
| All | +667.0% | +802.4% | -135.4% | +42.8% |
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