+168.1%
BUI vs VOO
+315.9%
-147.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -0.9% | +0.1% | -1.0% | -1.0% |
| 30D | -2.1% | +0.1% | -2.1% | -2.1% |
| 3M | -1.2% | +2.0% | -3.2% | -2.6% |
| 6M | -10.3% | +13.0% | -23.3% | -17.2% |
| YTD | +7.9% | +13.6% | -5.6% | -0.7% |
| 1Y | +8.7% | +20.1% | -11.3% | -3.6% |
| 3Y | +56.5% | +77.6% | -21.0% | +6.1% |
| 5Y | +40.0% | +82.4% | -42.4% | -8.2% |
| All | +168.1% | +315.9% | -147.8% | -0.4% |
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 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