+73.1%
VOO vs BA
-24.6%
+97.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.3% | -0.4% |
| 7D | +2.6% | -1.1% | +3.7% | +2.8% |
| 30D | -2.0% | -7.1% | +5.1% | -0.5% |
| 3M | -2.8% | -25.5% | +22.8% | +4.1% |
| 6M | +2.2% | -28.7% | +30.9% | +10.2% |
| YTD | +11.5% | -21.0% | +32.5% | +16.6% |
| 1Y | +13.5% | -11.9% | +25.4% | +15.2% |
| 3Y | +78.1% | -16.2% | +94.2% | +76.9% |
| All | +73.1% | -24.6% | +97.6% | +69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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