+178.3%
BXC vs VOO
+812.0%
-633.7%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | 0.0% |
| 7D | +8.6% | +0.5% | +8.0% | +7.8% |
| 30D | -9.7% | -0.9% | -8.8% | -8.5% |
| 3M | +57.4% | +3.9% | +53.5% | +50.0% |
| 6M | +35.4% | +14.5% | +20.9% | +14.4% |
| YTD | +32.1% | +13.0% | +19.2% | +13.9% |
| 1Y | -5.2% | +19.4% | -24.6% | -24.0% |
| 3Y | -3.8% | +78.9% | -82.7% | -53.9% |
| 5Y | +48.8% | +82.3% | -33.5% | -26.8% |
| 10Y | +819.3% | +314.2% | +505.0% | +101.5% |
| All | +178.3% | +812.0% | -633.7% | -63.2% |
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