+13.5%
VOO vs BB
+99.6%
-86.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | -0.2% |
| 7D | +2.6% | +1.8% | +0.7% | +2.4% |
| 30D | -2.0% | +8.1% | -10.1% | -2.6% |
| 3M | -2.8% | -1.0% | -1.8% | -3.0% |
| 6M | +2.2% | +45.9% | -43.7% | -1.1% |
| YTD | +11.5% | +134.8% | -123.3% | +1.7% |
| 1Y | +13.5% | +104.6% | -91.1% | +3.5% |
| All | +13.5% | +99.6% | -86.1% | +3.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling