+67.1%
BYFC vs VOO
+79.1%
-12.0%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.6% |
| 7D | +1.9% | +0.5% | +1.4% | +1.8% |
| 30D | +8.1% | -0.9% | +9.0% | +8.4% |
| 3M | +20.7% | +3.9% | +16.8% | +19.3% |
| 6M | +52.7% | +14.5% | +38.1% | +46.4% |
| YTD | +62.6% | +13.0% | +49.6% | +56.5% |
| 1Y | +58.1% | +19.4% | +38.7% | +49.1% |
| 3Y | +67.1% | +78.9% | -11.8% | +30.9% |
| All | +67.1% | +79.1% | -12.0% | +30.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling