+107.4%
BSM vs VOO
+345.7%
-238.3%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | 0.0% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | +3.0% | +0.1% | +2.9% | +2.9% |
| 3M | +7.9% | +2.0% | +5.9% | +6.3% |
| 6M | +1.3% | +13.0% | -11.7% | -6.5% |
| YTD | +17.6% | +13.6% | +4.0% | +8.1% |
| 1Y | +31.6% | +20.1% | +11.5% | +16.7% |
| 3Y | +11.7% | +77.6% | -65.9% | -23.5% |
| 5Y | +119.6% | +82.4% | +37.2% | +46.2% |
| 10Y | +115.5% | +316.8% | -201.3% | -9.3% |
| All | +107.4% | +345.7% | -238.3% | -15.3% |
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