-83.8%
BVC vs VOO
+103.1%
-187.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.2% |
| 7D | +10.4% | -2.7% | +13.1% | +10.3% |
| 30D | +28.1% | -5.4% | +33.4% | +27.8% |
| 3M | +49.0% | -4.1% | +53.0% | +48.8% |
| 6M | +55.9% | +0.7% | +55.2% | +56.1% |
| YTD | +40.4% | +8.7% | +31.6% | +41.5% |
| 1Y | +60.0% | +11.0% | +49.0% | +61.5% |
| 3Y | -77.5% | +75.5% | -152.9% | -76.2% |
| 5Y | -72.1% | +68.4% | -140.5% | -70.2% |
| All | -83.8% | +103.1% | -187.0% | -86.6% |
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