+56.8%
BVC vs VOO
+112.2%
-55.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +113.0% |
| YTD | +1,261.4% | +13.6% | +1,247.8% | +1,209.4% |
| 1Y | +2,248.0% | +20.1% | +2,227.9% | +2,174.5% |
| 3Y | +111.7% | +77.6% | +34.2% | +113.4% |
| 5Y | +126.6% | +82.4% | +44.1% | +128.5% |
| All | +56.8% | +112.2% | -55.4% | +24.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling