+489.6%
BUUU vs VOO
+18.2%
+471.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +0.6% |
| 7D | +14.2% | -0.8% | +14.9% | +15.0% |
| 30D | +28.0% | -1.1% | +29.1% | +29.3% |
| 3M | +134.6% | +3.9% | +130.7% | +124.2% |
| 6M | +193.5% | +13.6% | +179.8% | +138.9% |
| YTD | +515.3% | +12.7% | +502.6% | +397.4% |
| 1Y | +489.6% | +17.6% | +472.0% | +369.4% |
| All | +489.6% | +18.2% | +471.4% | +369.4% |
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