-28.0%
BVS vs VOO
+111.6%
-139.6%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.1% |
| 7D | +1.2% | +0.5% | +0.6% | +0.6% |
| 30D | -2.1% | -0.9% | -1.2% | -1.0% |
| 3M | +54.5% | +3.9% | +50.6% | +47.2% |
| 6M | +64.4% | +14.5% | +49.9% | +39.1% |
| YTD | +85.9% | +13.0% | +72.9% | +59.9% |
| 1Y | +91.8% | +19.4% | +72.4% | +53.4% |
| 3Y | +340.4% | +78.9% | +261.6% | +111.3% |
| 5Y | -6.0% | +82.3% | -88.3% | -57.3% |
| All | -28.0% | +111.6% | -139.6% | -71.5% |
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