+76.9%
BSVO vs VOO
+110.0%
-33.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | -0.3% |
| 7D | -1.4% | -0.8% | -0.6% | -0.7% |
| 30D | -1.4% | -1.1% | -0.4% | -0.4% |
| 3M | +3.1% | +3.9% | -0.8% | -1.0% |
| 6M | +18.5% | +13.6% | +4.8% | +3.6% |
| YTD | +26.4% | +12.7% | +13.7% | +11.5% |
| 1Y | +29.2% | +17.6% | +11.7% | +9.0% |
| 3Y | +67.6% | +77.3% | -9.7% | -8.6% |
| All | +76.9% | +110.0% | -33.1% | -22.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling