+59.9%
BSMC vs VOO
+86.2%
-26.3%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.4% |
| 7D | -3.8% | -2.0% | -1.8% | -2.3% |
| 30D | -4.2% | -1.7% | -2.5% | -2.9% |
| 3M | +2.7% | +4.7% | -2.0% | -1.2% |
| 6M | +6.8% | +12.6% | -5.8% | -3.2% |
| YTD | +12.8% | +11.8% | +1.1% | +2.8% |
| 1Y | +18.6% | +17.5% | +1.0% | +3.6% |
| All | +59.9% | +86.2% | -26.3% | -5.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling