+195.6%
BUG vs VOO
+174.0%
+21.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.3% | +2.2% | +2.4% |
| 7D | -2.0% | +0.1% | -2.0% | -1.9% |
| 30D | -9.0% | -3.3% | -5.7% | -5.8% |
| 3M | +9.3% | -2.4% | +11.7% | +12.2% |
| 6M | +47.9% | +2.6% | +45.3% | +45.0% |
| YTD | +49.6% | +11.3% | +38.3% | +35.9% |
| 1Y | +36.8% | +13.4% | +23.4% | +22.1% |
| 3Y | +88.9% | +80.3% | +8.7% | +11.1% |
| 5Y | +33.9% | +72.7% | -38.8% | -18.3% |
| All | +195.6% | +174.0% | +21.6% | +35.5% |
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