+28.4%
BYD vs VOO
+81.6%
-53.2%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.0% |
| 7D | -1.7% | -0.4% | -1.3% | -1.3% |
| 30D | -7.4% | -1.4% | -6.1% | -6.1% |
| 3M | -13.9% | +3.7% | -17.6% | -17.3% |
| 6M | -5.9% | +13.0% | -18.9% | -17.7% |
| YTD | -11.1% | +12.4% | -23.5% | -21.9% |
| 1Y | -10.8% | +18.6% | -29.4% | -26.2% |
| 3Y | +20.0% | +78.1% | -58.1% | -36.9% |
| 5Y | +28.4% | +82.3% | -53.9% | -33.6% |
| All | +28.4% | +81.6% | -53.2% | -33.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling