+1.0%
BSMU vs VOO
+134.9%
-133.9%
-19.5%
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% | -0.3% |
| 7D | -0.7% | +2.6% | -3.2% | -0.8% |
| 30D | +2.0% | -2.0% | +4.0% | +2.1% |
| 3M | -0.9% | -2.8% | +1.9% | -0.8% |
| 6M | -0.5% | +2.2% | -2.7% | -0.6% |
| YTD | -0.2% | +11.5% | -11.7% | -0.6% |
| 1Y | +0.4% | +13.5% | -13.1% | -0.2% |
| 3Y | +10.3% | +78.1% | -67.8% | +6.9% |
| 5Y | -3.9% | +73.1% | -77.0% | -7.3% |
| All | +1.0% | +134.9% | -133.9% | -3.2% |
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