+314.1%
VOO vs BB
-0.1%
+314.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.7% | +2.1% | -0.3% |
| 7D | -2.0% | -2.1% | +0.1% | -1.7% |
| 30D | -1.7% | -16.0% | +14.4% | +0.3% |
| 3M | +4.7% | -14.5% | +19.3% | +5.8% |
| 6M | +12.6% | +118.6% | -106.0% | +0.4% |
| YTD | +11.8% | +98.9% | -87.2% | +0.8% |
| 1Y | +17.5% | +99.5% | -81.9% | +5.5% |
| 3Y | +77.0% | +65.4% | +11.6% | +56.6% |
| 5Y | +82.6% | -27.6% | +110.2% | +72.6% |
| All | +314.1% | -0.1% | +314.2% | +210.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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