+43.9%
BSJQ vs VOO
+203.9%
-159.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.3% |
| 7D | -0.1% | -0.8% | +0.6% | +0.1% |
| 30D | +0.2% | -1.1% | +1.3% | +0.5% |
| 3M | +0.6% | +3.9% | -3.3% | -0.7% |
| 6M | +1.2% | +13.6% | -12.5% | -3.0% |
| YTD | +1.6% | +12.7% | -11.1% | -2.3% |
| 1Y | +3.0% | +17.6% | -14.6% | -2.4% |
| 3Y | +20.4% | +77.3% | -56.9% | -1.7% |
| 5Y | +19.5% | +84.1% | -64.6% | -4.7% |
| All | +43.9% | +203.9% | -159.9% | -7.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling