+30.0%
BVAL vs VOO
+27.1%
+2.9%
-6.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.2% |
| 7D | +2.3% | +3.3% | -1.0% | 0.0% |
| 30D | +2.0% | -2.7% | +4.7% | +3.9% |
| 3M | +0.9% | -1.7% | +2.7% | +2.1% |
| 6M | +7.9% | +3.1% | +4.8% | +5.3% |
| YTD | +17.7% | +11.9% | +5.8% | +8.1% |
| 1Y | +18.8% | +12.1% | +6.7% | +8.9% |
| All | +30.0% | +27.1% | +2.9% | +7.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling