+138.8%
BVC vs VOO
+82.6%
+56.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.3% |
| 7D | +19.4% | +0.1% | +19.3% | +19.3% |
| 30D | +43.7% | +0.1% | +43.6% | +43.8% |
| 3M | +59.0% | +2.0% | +57.0% | +58.0% |
| 6M | +121.7% | +13.0% | +108.7% | +112.8% |
| YTD | +1,261.4% | +13.6% | +1,247.8% | +1,208.0% |
| 1Y | +2,248.0% | +20.1% | +2,227.9% | +2,173.3% |
| 3Y | +111.7% | +77.6% | +34.2% | +115.0% |
| All | +138.8% | +82.6% | +56.2% | +140.3% |
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