+47.2%
BST vs VOO
+82.3%
-35.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.7% |
| 7D | +0.9% | +0.5% | +0.4% | +0.2% |
| 30D | +4.7% | -0.9% | +5.7% | +5.9% |
| 3M | +12.2% | +3.9% | +8.3% | +7.5% |
| 6M | +34.3% | +14.5% | +19.7% | +15.2% |
| YTD | +31.2% | +13.0% | +18.3% | +14.5% |
| 1Y | +41.0% | +19.4% | +21.5% | +15.3% |
| 3Y | +99.9% | +78.9% | +21.0% | +1.5% |
| 5Y | +47.2% | +82.3% | -35.1% | -25.3% |
| All | +47.2% | +82.3% | -35.1% | -25.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling