+164.9%
BUG vs VOO
+178.1%
-13.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.8% |
| 7D | -1.7% | +0.5% | -2.2% | -2.2% |
| 30D | -2.0% | -0.9% | -1.1% | -1.0% |
| 3M | +17.6% | +3.9% | +13.7% | +13.6% |
| 6M | +52.6% | +14.5% | +38.1% | +34.6% |
| YTD | +34.1% | +13.0% | +21.1% | +19.9% |
| 1Y | +17.6% | +19.4% | -1.8% | -0.1% |
| 3Y | +63.4% | +78.9% | -15.5% | -3.4% |
| 5Y | +29.0% | +82.3% | -53.3% | -24.7% |
| All | +164.9% | +178.1% | -13.1% | +19.6% |
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