+66.6%
BSVO vs VOO
+75.9%
-9.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.2% |
| 7D | -1.1% | -2.0% | +0.9% | +0.9% |
| 30D | -1.6% | -1.7% | 0.0% | 0.0% |
| 3M | +4.1% | +4.7% | -0.7% | -0.8% |
| 6M | +17.3% | +12.6% | +4.8% | +3.8% |
| YTD | +25.7% | +11.8% | +13.9% | +12.0% |
| 1Y | +31.0% | +17.5% | +13.5% | +10.8% |
| All | +66.6% | +75.9% | -9.3% | -8.3% |
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 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