+17.6%
BUXX vs VOO
+77.4%
-59.8%
-0.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | +0.1% |
| 7D | 0.0% | -0.8% | +0.8% | +0.1% |
| 30D | +0.3% | -1.1% | +1.4% | +0.3% |
| 3M | +0.9% | +3.9% | -3.0% | +0.9% |
| 6M | +1.9% | +13.6% | -11.7% | +1.9% |
| YTD | +2.7% | +12.7% | -10.0% | +2.6% |
| 1Y | +3.9% | +17.6% | -13.7% | +3.9% |
| 3Y | +16.9% | +77.3% | -60.4% | +15.9% |
| All | +17.6% | +77.4% | -59.8% | +16.5% |
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