+539.1%
BST vs VOO
+373.4%
+165.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.2% |
| 7D | -0.1% | +0.1% | -0.2% | -0.2% |
| 30D | +4.8% | +0.1% | +4.7% | +4.7% |
| 3M | +5.8% | +2.0% | +3.8% | +3.8% |
| 6M | +31.2% | +13.0% | +18.2% | +15.5% |
| YTD | +31.1% | +13.6% | +17.5% | +14.8% |
| 1Y | +41.3% | +20.1% | +21.3% | +16.6% |
| 3Y | +97.5% | +77.6% | +19.9% | +7.2% |
| 5Y | +45.8% | +82.4% | -36.6% | -22.2% |
| 10Y | +515.8% | +316.8% | +199.0% | +47.7% |
| All | +539.1% | +373.4% | +165.7% | +42.3% |
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 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