+65.8%
BSMC vs VOO
+89.2%
-23.4%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | -0.6% | +0.1% | -0.7% | -0.7% |
| 30D | -2.0% | +0.1% | -2.1% | -2.1% |
| 3M | +5.9% | +2.0% | +3.9% | +4.1% |
| 6M | +6.8% | +13.0% | -6.2% | -3.5% |
| YTD | +17.0% | +13.6% | +3.4% | +5.2% |
| 1Y | +21.8% | +20.1% | +1.7% | +4.6% |
| All | +65.8% | +89.2% | -23.4% | -2.7% |
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