+142.1%
BSVN vs VOO
+77.4%
+64.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.5% |
| 7D | -4.4% | -0.8% | -3.7% | -3.9% |
| 30D | +5.6% | -1.1% | +6.6% | +6.4% |
| 3M | +21.0% | +3.9% | +17.1% | +17.2% |
| 6M | +40.4% | +13.6% | +26.7% | +26.1% |
| YTD | +35.7% | +12.7% | +23.0% | +22.6% |
| 1Y | +14.7% | +17.6% | -2.9% | -0.4% |
| 3Y | +142.1% | +77.3% | +64.8% | +43.5% |
| All | +142.1% | +77.4% | +64.7% | +43.5% |
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