+319.3%
BUSE vs VOO
+810.0%
-490.7%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -0.7% |
| 7D | -0.7% | -0.8% | +0.1% | +0.1% |
| 30D | -2.7% | -1.1% | -1.6% | -1.6% |
| 3M | +7.9% | +3.9% | +4.0% | +3.3% |
| 6M | +24.7% | +13.6% | +11.0% | +8.2% |
| YTD | +31.7% | +12.7% | +19.0% | +15.3% |
| 1Y | +28.6% | +17.6% | +11.0% | +7.4% |
| 3Y | +73.1% | +77.3% | -4.2% | -7.4% |
| 5Y | +62.6% | +84.1% | -21.5% | -18.4% |
| 10Y | +88.5% | +323.5% | -235.0% | -64.7% |
| All | +319.3% | +810.0% | -490.7% | -78.0% |
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 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