-47.1%
BV vs VOO
+221.5%
-268.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.6% | +1.7% |
| 7D | +0.6% | -0.4% | +1.0% | +1.0% |
| 30D | +0.3% | -1.4% | +1.6% | +1.9% |
| 3M | -10.4% | +3.7% | -14.1% | -14.5% |
| 6M | -9.4% | +13.0% | -22.4% | -21.9% |
| YTD | -10.7% | +12.4% | -23.2% | -22.4% |
| 1Y | -17.6% | +18.6% | -36.2% | -32.9% |
| 3Y | +36.9% | +78.1% | -41.1% | -31.4% |
| 5Y | -27.9% | +82.3% | -110.1% | -65.1% |
| All | -47.1% | +221.5% | -268.7% | -86.5% |
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 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