+12.1%
VOO vs BAH
+2.3%
+9.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.3% |
| 7D | +3.3% | -3.2% | +6.5% | +3.3% |
| 30D | -2.7% | +19.5% | -22.2% | -3.0% |
| 3M | -1.7% | +11.1% | -12.8% | -1.9% |
| 6M | +3.1% | +16.3% | -13.2% | +3.0% |
| YTD | +11.9% | +4.8% | +7.1% | +11.5% |
| 1Y | +12.1% | +4.9% | +7.2% | +11.3% |
| All | +12.1% | +2.3% | +9.7% | +11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling