+87.1%
BUFR vs VOO
+147.4%
-60.3%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | 0.0% |
| 7D | -0.4% | -0.8% | +0.4% | +0.1% |
| 30D | 0.0% | -1.1% | +1.1% | +0.6% |
| 3M | +3.2% | +3.9% | -0.7% | +0.9% |
| 6M | +8.8% | +13.6% | -4.8% | +0.8% |
| YTD | +9.0% | +12.7% | -3.7% | +1.4% |
| 1Y | +12.7% | +17.6% | -4.9% | +2.1% |
| 3Y | +47.6% | +77.3% | -29.8% | +4.0% |
| 5Y | +60.6% | +84.1% | -23.5% | +9.2% |
| All | +87.1% | +147.4% | -60.3% | +8.2% |
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 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