+827.8%
VOO vs BP
+170.1%
+657.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.5% |
| 7D | +0.1% | +3.9% | -3.8% | -1.1% |
| 30D | +0.1% | +7.6% | -7.6% | -2.3% |
| 3M | +2.0% | +0.7% | +1.3% | +1.2% |
| 6M | +13.0% | +15.5% | -2.5% | +6.6% |
| YTD | +13.6% | +30.8% | -17.2% | +2.5% |
| 1Y | +20.1% | +34.3% | -14.2% | +7.1% |
| 3Y | +77.6% | +35.1% | +42.5% | +55.3% |
| 5Y | +82.4% | +126.8% | -44.4% | +29.4% |
| 10Y | +316.8% | +123.4% | +193.5% | +176.0% |
| All | +827.8% | +170.1% | +657.7% | +434.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling