-30.8%
BYFC vs VOO
+817.1%
-847.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.6% |
| 7D | -1.5% | +0.1% | -1.7% | -1.6% |
| 30D | +14.1% | +0.1% | +14.1% | +14.1% |
| 3M | +26.9% | +2.0% | +24.9% | +25.8% |
| 6M | +54.4% | +13.0% | +41.4% | +46.6% |
| YTD | +63.8% | +13.6% | +50.2% | +55.2% |
| 1Y | +51.3% | +20.1% | +31.2% | +39.9% |
| 3Y | +70.2% | +77.6% | -7.3% | +32.4% |
| 5Y | -60.1% | +82.4% | -142.6% | -69.5% |
| 10Y | -11.4% | +316.8% | -328.2% | -41.9% |
| All | -30.8% | +817.1% | -847.9% | -70.3% |
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