+690.0%
BUUU vs VOO
+14.7%
+675.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.4% | +1.6% | -16.0% | -15.8% |
| 7D | +7.1% | -0.7% | +7.8% | +7.8% |
| 30D | +63.5% | -1.1% | +64.6% | +64.9% |
| 3M | +163.6% | -0.3% | +163.9% | +163.0% |
| 6M | +250.9% | +7.4% | +243.6% | +209.7% |
| YTD | +884.4% | +13.4% | +871.1% | +630.7% |
| 1Y | +690.0% | +14.8% | +675.2% | +476.8% |
| All | +690.0% | +14.7% | +675.3% | +476.8% |
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