+78.9%
VOO vs BP
+36.5%
+42.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.0% | -0.8% |
| 7D | +0.5% | +0.9% | -0.4% | +0.4% |
| 30D | -0.9% | +9.1% | -10.1% | -2.0% |
| 3M | +3.9% | +3.9% | 0.0% | +3.3% |
| 6M | +14.5% | +13.6% | +0.9% | +11.5% |
| YTD | +13.0% | +34.0% | -21.1% | +6.1% |
| 1Y | +19.4% | +39.2% | -19.7% | +11.0% |
| 3Y | +78.9% | +36.4% | +42.5% | +62.8% |
| All | +78.9% | +36.5% | +42.4% | +62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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