+24.9%
BSJS vs VOO
+135.4%
-110.5%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | +0.2% | -2.7% | +2.9% | +0.9% |
| 30D | +0.8% | -5.4% | +6.1% | +2.3% |
| 3M | +0.5% | -4.1% | +4.6% | +1.6% |
| 6M | +1.4% | +0.7% | +0.7% | +1.0% |
| YTD | +3.0% | +8.7% | -5.8% | +0.1% |
| 1Y | +4.4% | +11.0% | -6.6% | +0.8% |
| 3Y | +26.0% | +75.5% | -49.4% | +3.6% |
| 5Y | +16.5% | +68.4% | -51.9% | -5.4% |
| All | +24.9% | +135.4% | -110.5% | -6.4% |
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