+848.8%
BUUU vs VOO
+20.6%
+828.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.6% | +10.2% | +10.3% |
| 7D | +30.4% | +0.5% | +29.9% | +29.6% |
| 30D | +43.3% | -0.9% | +44.2% | +44.5% |
| 3M | +144.1% | +3.9% | +140.2% | +133.3% |
| 6M | +199.8% | +14.5% | +185.2% | +144.0% |
| YTD | +491.1% | +13.0% | +478.2% | +380.4% |
| 1Y | +610.7% | +19.4% | +591.2% | +461.5% |
| All | +848.8% | +20.6% | +828.2% | +645.1% |
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