+182.6%
BUG vs VOO
+167.7%
+14.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.9% |
| 7D | -11.8% | -2.7% | -9.1% | -9.3% |
| 30D | -9.0% | -5.4% | -3.6% | -3.9% |
| 3M | +7.0% | -4.1% | +11.0% | +11.6% |
| 6M | +55.7% | +0.7% | +55.0% | +55.4% |
| YTD | +43.0% | +8.7% | +34.3% | +32.8% |
| 1Y | +31.4% | +11.0% | +20.4% | +19.7% |
| 3Y | +85.0% | +75.5% | +9.6% | +11.5% |
| 5Y | +31.1% | +68.4% | -37.2% | -18.1% |
| All | +182.6% | +167.7% | +14.9% | +32.4% |
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