+5.7%
BSMT vs VOO
+185.2%
-179.6%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | -0.4% | -0.4% | -0.1% | -0.4% |
| 30D | -1.0% | -1.4% | +0.4% | -0.9% |
| 3M | -0.9% | +3.7% | -4.6% | -1.1% |
| 6M | -0.9% | +13.0% | -14.0% | -1.7% |
| YTD | 0.0% | +12.4% | -12.4% | -0.8% |
| 1Y | +1.0% | +18.6% | -17.6% | -0.1% |
| 3Y | +9.4% | +78.1% | -68.6% | +4.9% |
| 5Y | -2.1% | +82.3% | -84.3% | -6.5% |
| All | +5.7% | +185.2% | -179.6% | -5.5% |
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