+322.5%
VOO vs BAH
+186.6%
+135.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -0.4% | -1.3% | +1.0% | -0.1% |
| 30D | -1.4% | -6.6% | +5.2% | +0.1% |
| 3M | +3.7% | -7.2% | +10.9% | +5.0% |
| 6M | +13.0% | -10.0% | +23.0% | +14.8% |
| YTD | +12.4% | -12.5% | +24.9% | +13.9% |
| 1Y | +18.6% | -27.9% | +46.5% | +25.9% |
| 3Y | +78.1% | -31.4% | +109.5% | +81.7% |
| 5Y | +82.3% | -3.2% | +85.5% | +60.9% |
| 10Y | +322.5% | +191.5% | +131.1% | +185.4% |
| All | +322.5% | +186.6% | +135.9% | +185.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 10y: compounded portfolio wealth divided by compounded BAH 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…
10y analysis · Full analysis span regression · 6 months rolling