+501.8%
BST vs VOO
+362.3%
+139.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | 0.0% |
| 7D | -2.7% | -0.6% | -2.1% | -1.9% |
| 30D | -10.2% | -3.6% | -6.6% | -6.3% |
| 3M | -2.1% | -2.7% | +0.6% | +1.2% |
| 6M | +8.7% | +2.2% | +6.4% | +6.7% |
| YTD | +23.4% | +10.9% | +12.5% | +11.3% |
| 1Y | +26.0% | +11.3% | +14.7% | +13.2% |
| 3Y | +85.8% | +76.9% | +8.9% | +1.5% |
| 5Y | +38.2% | +73.5% | -35.3% | -22.1% |
| 10Y | +469.7% | +307.7% | +162.0% | +40.5% |
| All | +501.8% | +362.3% | +139.6% | +37.9% |
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