-6.4%
BSMV vs VOO
+86.8%
-93.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | -0.4% |
| 7D | -0.7% | -0.4% | -0.3% | -0.6% |
| 30D | -1.5% | -1.4% | -0.1% | -1.4% |
| 3M | -1.9% | +3.7% | -5.6% | -2.1% |
| 6M | -2.2% | +13.0% | -15.3% | -2.9% |
| YTD | -1.3% | +12.4% | -13.7% | -1.9% |
| 1Y | +0.4% | +18.6% | -18.2% | -0.6% |
| 3Y | +8.5% | +78.1% | -69.6% | +4.5% |
| All | -6.4% | +86.8% | -93.2% | -9.0% |
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 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