+24.9%
BSJS vs VOO
+134.7%
-109.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.4% | +4.2% | +1.1% |
| 7D | +0.1% | -4.7% | +4.8% | +1.4% |
| 30D | +0.8% | -5.9% | +6.7% | +2.5% |
| 3M | +0.5% | -4.5% | +5.0% | +1.7% |
| 6M | +1.6% | +1.9% | -0.2% | +0.9% |
| YTD | +2.9% | +8.4% | -5.5% | +0.2% |
| 1Y | +4.4% | +9.5% | -5.1% | +1.2% |
| 3Y | +25.6% | +75.3% | -49.7% | +3.2% |
| 5Y | +16.5% | +67.9% | -51.4% | -5.3% |
| All | +24.9% | +134.7% | -109.8% | -6.3% |
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