+82.3%
VOO vs BP
+131.3%
-49.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.0% | -1.0% |
| 7D | +0.5% | +0.9% | -0.4% | +0.4% |
| 30D | -0.9% | +9.1% | -10.1% | -2.6% |
| 3M | +3.9% | +3.9% | 0.0% | +2.9% |
| 6M | +14.5% | +13.6% | +0.9% | +10.7% |
| YTD | +13.0% | +34.0% | -21.1% | +4.8% |
| 1Y | +19.4% | +39.2% | -19.7% | +9.6% |
| 3Y | +78.9% | +36.4% | +42.5% | +62.6% |
| 5Y | +82.3% | +135.8% | -53.5% | +41.9% |
| All | +82.3% | +131.3% | -49.0% | +41.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling