+82.6%
VOO vs BAX
-67.5%
+150.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.5% |
| 7D | -2.0% | -5.4% | +3.5% | -1.1% |
| 30D | -1.7% | -12.4% | +10.7% | +0.5% |
| 3M | +4.7% | +19.1% | -14.4% | +1.3% |
| 6M | +12.6% | +38.6% | -26.1% | +5.6% |
| YTD | +11.8% | +26.7% | -14.9% | +5.8% |
| 1Y | +17.5% | +1.0% | +16.5% | +15.7% |
| 3Y | +77.0% | -33.9% | +110.9% | +85.5% |
| 5Y | +82.6% | -67.0% | +149.6% | +129.9% |
| All | +82.6% | -67.5% | +150.0% | +129.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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