+32.3%
BSJR vs VOO
+182.3%
-149.9%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | 0.0% | +0.5% | -0.5% | -0.2% |
| 30D | +0.2% | -0.9% | +1.1% | +0.5% |
| 3M | +1.4% | +3.9% | -2.5% | 0.0% |
| 6M | +2.1% | +14.5% | -12.4% | -2.6% |
| YTD | +2.4% | +13.0% | -10.6% | -2.0% |
| 1Y | +3.6% | +19.4% | -15.8% | -2.8% |
| 3Y | +24.7% | +78.9% | -54.2% | -0.3% |
| 5Y | +17.8% | +82.3% | -64.5% | -7.5% |
| All | +32.3% | +182.3% | -149.9% | -14.1% |
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