+1,058.6%
BYD vs VOO
+795.4%
+263.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +1.1% |
| 7D | +2.0% | -0.6% | +2.6% | +2.5% |
| 30D | +13.6% | -3.6% | +17.2% | +19.4% |
| 3M | -3.6% | -2.7% | -0.9% | -0.3% |
| 6M | -8.1% | +2.2% | -10.4% | -12.6% |
| YTD | -7.5% | +10.9% | -18.4% | -22.5% |
| 1Y | -4.3% | +11.3% | -15.6% | -20.5% |
| 3Y | +40.9% | +76.9% | -36.0% | -44.9% |
| 5Y | +30.2% | +73.5% | -43.3% | -48.1% |
| 10Y | +361.7% | +307.7% | +54.0% | -53.1% |
| All | +1,058.6% | +795.4% | +263.2% | -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