+317.6%
VOO vs BIDU
-48.7%
+366.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | 0.0% | +0.7% |
| 7D | -0.8% | -8.1% | +7.3% | +0.5% |
| 30D | -1.1% | -12.8% | +11.7% | +0.9% |
| 3M | +3.9% | -21.3% | +25.2% | +7.5% |
| 6M | +13.6% | -27.0% | +40.6% | +18.5% |
| YTD | +12.7% | -30.0% | +42.8% | +17.8% |
| 1Y | +17.6% | -18.3% | +35.8% | +18.9% |
| 3Y | +77.3% | -33.8% | +111.2% | +81.3% |
| 5Y | +84.1% | -44.3% | +128.4% | +84.7% |
| All | +317.6% | -48.7% | +366.2% | +275.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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