+378.4%
BUUU vs VOO
+21.4%
+357.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.0% | +6.0% | +5.9% |
| 7D | -0.5% | +0.3% | -0.8% | -0.8% |
| 30D | +32.1% | +0.2% | +31.8% | +31.6% |
| 3M | +75.4% | +2.8% | +72.6% | +70.2% |
| 6M | +134.8% | +14.3% | +120.5% | +89.5% |
| YTD | +393.3% | +14.0% | +379.3% | +294.8% |
| All | +378.4% | +21.4% | +357.0% | +288.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling