+32.8%
BSV vs VOO
+812.0%
-779.2%
-8.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | +0.1% | +0.5% | -0.5% | +0.1% |
| 30D | -0.1% | -0.9% | +0.8% | -0.1% |
| 3M | +0.5% | +3.9% | -3.4% | +0.5% |
| 6M | +0.1% | +14.5% | -14.4% | +0.2% |
| YTD | +0.6% | +13.0% | -12.4% | +0.6% |
| 1Y | +1.7% | +19.4% | -17.8% | +1.7% |
| 3Y | +14.3% | +78.9% | -64.6% | +14.6% |
| 5Y | +8.6% | +82.3% | -73.6% | +8.9% |
| 10Y | +21.0% | +314.2% | -293.2% | +23.5% |
| All | +32.8% | +812.0% | -779.2% | +38.0% |
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