+814.4%
VOO vs BA
+229.8%
+584.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | +0.2% |
| 7D | +3.3% | -0.6% | +3.8% | +3.4% |
| 30D | -2.7% | -8.0% | +5.3% | -0.6% |
| 3M | -1.7% | -25.8% | +24.1% | +6.5% |
| 6M | +3.1% | -27.6% | +30.7% | +12.0% |
| YTD | +11.9% | -21.0% | +32.9% | +18.0% |
| 1Y | +12.1% | -12.3% | +24.3% | +14.2% |
| 3Y | +78.6% | -12.8% | +91.3% | +76.3% |
| 5Y | +73.8% | -22.4% | +96.2% | +71.8% |
| 10Y | +312.3% | +24.6% | +287.7% | +182.3% |
| All | +814.4% | +229.8% | +584.5% | +253.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling