+77.3%
VOO vs BBY
+42.8%
+34.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.1% | -2.2% | +0.3% |
| 7D | -0.8% | +0.6% | -1.4% | -0.9% |
| 30D | -1.1% | +9.4% | -10.5% | -2.7% |
| 3M | +3.9% | +19.3% | -15.4% | +0.5% |
| 6M | +13.6% | +47.9% | -34.3% | +5.3% |
| YTD | +12.7% | +39.6% | -26.9% | +5.3% |
| 1Y | +17.6% | +22.2% | -4.6% | +12.6% |
| 3Y | +77.3% | +45.0% | +32.3% | +60.4% |
| All | +77.3% | +42.8% | +34.5% | +60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 3y: compounded portfolio wealth divided by compounded BBY 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…
3y analysis · Full analysis span regression · 6 months rolling