-54.0%
BV vs VOO
+218.9%
-272.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.5% | -3.5% |
| 7D | -15.6% | +2.6% | -18.2% | -18.3% |
| 30D | -6.8% | -2.0% | -4.8% | -5.2% |
| 3M | -15.0% | -2.8% | -12.2% | -12.6% |
| 6M | -21.5% | +2.2% | -23.7% | -24.3% |
| YTD | -22.3% | +11.5% | -33.8% | -32.2% |
| 1Y | -19.5% | +13.5% | -33.0% | -31.2% |
| 3Y | +37.0% | +78.1% | -41.1% | -31.9% |
| 5Y | -41.2% | +73.1% | -114.4% | -69.8% |
| All | -54.0% | +218.9% | -272.9% | -88.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling