+16.8%
BUFM vs VOO
+28.9%
-12.1%
-9.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | -0.1% |
| 7D | -0.5% | -0.8% | +0.3% | -0.1% |
| 30D | -0.6% | -1.1% | +0.5% | 0.0% |
| 3M | +2.1% | +3.9% | -1.8% | +0.2% |
| 6M | +5.1% | +13.6% | -8.5% | -1.4% |
| YTD | +5.0% | +12.7% | -7.7% | -1.2% |
| 1Y | +8.4% | +17.6% | -9.2% | -0.2% |
| All | +16.8% | +28.9% | -12.1% | -1.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling