+950.9%
BVFL vs VOO
+802.4%
+148.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.3% |
| 7D | -0.3% | -2.0% | +1.7% | -0.2% |
| 30D | +1.9% | -1.7% | +3.5% | +2.0% |
| 3M | +7.3% | +4.7% | +2.5% | +6.9% |
| 6M | +14.2% | +12.6% | +1.7% | +13.2% |
| YTD | +19.6% | +11.8% | +7.9% | +18.6% |
| 1Y | +30.8% | +17.5% | +13.3% | +29.2% |
| 3Y | +117.9% | +77.0% | +40.9% | +111.6% |
| 5Y | +66.1% | +82.6% | -16.5% | +61.0% |
| 10Y | +425.4% | +320.0% | +105.4% | +411.7% |
| All | +950.9% | +802.4% | +148.5% | +887.5% |
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