+168.4%
BUG vs VOO
+179.6%
-11.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.4% |
| 7D | -3.7% | +0.1% | -3.8% | -3.8% |
| 30D | +0.3% | +0.1% | +0.3% | +0.4% |
| 3M | +13.4% | +2.0% | +11.4% | +11.5% |
| 6M | +58.9% | +13.0% | +45.8% | +41.8% |
| YTD | +35.8% | +13.6% | +22.2% | +20.8% |
| 1Y | +23.0% | +20.1% | +2.9% | +3.9% |
| 3Y | +64.1% | +77.6% | -13.5% | -2.4% |
| 5Y | +27.4% | +82.4% | -55.0% | -25.7% |
| All | +168.4% | +179.6% | -11.2% | +20.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling