+189.7%
BUI vs VOO
+317.9%
-128.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.9% | -1.0% |
| 7D | -0.9% | +0.1% | -1.0% | -1.0% |
| 30D | +1.4% | -3.3% | +4.7% | +3.5% |
| 3M | -1.1% | -2.4% | +1.3% | +0.3% |
| 6M | -1.3% | +2.6% | -3.9% | -3.1% |
| YTD | +7.4% | +11.3% | -3.9% | 0.0% |
| 1Y | +11.9% | +13.4% | -1.5% | +2.9% |
| 3Y | +71.1% | +80.3% | -9.2% | +14.6% |
| 5Y | +41.1% | +72.7% | -31.6% | -3.9% |
| 10Y | +189.7% | +310.0% | -120.3% | +20.0% |
| All | +189.7% | +317.9% | -128.2% | +20.0% |
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