-32.4%
BVS vs VOO
+111.1%
-143.5%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.5% | -1.6% |
| 7D | -7.7% | -0.8% | -7.0% | -6.9% |
| 30D | -6.7% | -1.1% | -5.6% | -5.5% |
| 3M | +49.5% | +3.9% | +45.7% | +42.7% |
| 6M | +45.8% | +13.6% | +32.2% | +24.6% |
| YTD | +74.5% | +12.7% | +61.8% | +50.5% |
| 1Y | +78.3% | +17.6% | +60.7% | +45.3% |
| 3Y | +306.9% | +77.3% | +229.6% | +97.3% |
| 5Y | -11.6% | +84.1% | -95.7% | -60.0% |
| All | -32.4% | +111.1% | -143.5% | -73.2% |
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 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