+331.3%
BYD vs VOO
+325.3%
+6.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | -0.5% |
| 7D | -1.3% | -0.8% | -0.5% | -0.2% |
| 30D | -7.2% | -1.1% | -6.1% | -5.8% |
| 3M | -10.8% | +3.9% | -14.7% | -15.9% |
| 6M | -6.5% | +13.6% | -20.1% | -22.7% |
| YTD | -9.2% | +12.7% | -21.9% | -24.2% |
| 1Y | -9.6% | +17.6% | -27.2% | -29.3% |
| 3Y | +24.7% | +77.3% | -52.6% | -47.8% |
| 5Y | +36.1% | +84.1% | -48.0% | -46.9% |
| All | +331.3% | +325.3% | +6.0% | -49.8% |
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