+29.5%
BSM vs VOO
+17.2%
+12.3%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.1% |
| 7D | +1.7% | -2.0% | +3.7% | +1.3% |
| 30D | +5.3% | -1.7% | +7.0% | +5.0% |
| 3M | +10.6% | +4.7% | +5.9% | +11.2% |
| 6M | +3.3% | +12.6% | -9.3% | +4.4% |
| YTD | +19.9% | +11.8% | +8.1% | +21.1% |
| All | +29.5% | +17.2% | +12.3% | +32.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling