-48.2%
BYFC vs VOO
+75.1%
-123.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.6% |
| 7D | -0.9% | -0.9% | +0.1% | -0.5% |
| 30D | -0.8% | -2.3% | +1.6% | +0.3% |
| 3M | +2.4% | -1.2% | +3.6% | +2.9% |
| 6M | +15.2% | +3.3% | +11.9% | +13.3% |
| YTD | +55.7% | +12.3% | +43.4% | +46.9% |
| 1Y | +80.8% | +12.5% | +68.3% | +70.4% |
| 3Y | +95.6% | +79.2% | +16.4% | +40.9% |
| 5Y | -48.2% | +75.7% | -123.9% | -61.4% |
| All | -48.2% | +75.1% | -123.3% | -61.4% |
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