+10.2%
BSSX vs VOO
+81.9%
-71.7%
-8.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | +0.5% |
| 7D | -0.9% | -0.8% | -0.2% | -0.9% |
| 30D | -2.8% | -1.1% | -1.7% | -2.7% |
| 3M | -3.1% | +3.9% | -7.0% | -3.3% |
| 6M | -2.7% | +13.6% | -16.4% | -3.3% |
| YTD | -2.2% | +12.7% | -14.9% | -2.7% |
| 1Y | +0.2% | +17.6% | -17.4% | -0.6% |
| All | +10.2% | +81.9% | -71.7% | +3.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling