+327.3%
BVS vs VOO
+77.0%
+250.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -1.0% | -1.0% |
| 7D | -5.1% | -0.4% | -4.8% | -4.8% |
| 30D | -2.4% | -1.4% | -1.0% | -1.0% |
| 3M | +48.2% | +3.7% | +44.4% | +42.5% |
| 6M | +58.3% | +13.0% | +45.3% | +38.8% |
| YTD | +83.2% | +12.4% | +70.8% | +61.5% |
| 1Y | +87.5% | +18.6% | +68.9% | +55.2% |
| All | +327.3% | +77.0% | +250.3% | +124.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling