+9.0%
BSMS vs VOO
+183.3%
-174.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | 0.0% |
| 7D | +0.3% | -0.9% | +1.2% | +0.3% |
| 30D | +2.0% | -2.3% | +4.3% | +2.1% |
| 3M | +0.1% | -1.2% | +1.3% | +0.1% |
| 6M | +0.8% | +3.3% | -2.5% | +0.6% |
| YTD | +1.5% | +12.3% | -10.8% | +0.7% |
| 1Y | +2.2% | +12.5% | -10.3% | +1.4% |
| 3Y | +10.8% | +79.2% | -68.4% | +6.3% |
| 5Y | +0.9% | +75.7% | -74.8% | -3.3% |
| All | +9.0% | +183.3% | -174.3% | -2.2% |
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