+29.5%
BVAL vs VOO
+26.4%
+3.2%
-6.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.3% | -0.2% | +0.5% |
| 7D | +0.3% | +0.1% | +0.3% | +0.3% |
| 30D | +2.0% | -3.3% | +5.3% | +4.3% |
| 3M | +1.0% | -2.4% | +3.4% | +2.6% |
| 6M | +7.9% | +2.6% | +5.3% | +5.7% |
| YTD | +17.3% | +11.3% | +6.1% | +8.2% |
| 1Y | +20.5% | +13.4% | +7.0% | +9.5% |
| All | +29.5% | +26.4% | +3.2% | +8.0% |
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