+814.4%
VOO vs BP
+182.5%
+631.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.6% | -0.7% |
| 7D | +3.3% | +2.5% | +0.8% | +2.5% |
| 30D | -2.7% | -5.6% | +2.9% | -1.2% |
| 3M | -1.7% | +8.0% | -9.8% | -4.5% |
| 6M | +3.1% | +5.7% | -2.5% | +0.3% |
| YTD | +11.9% | +36.8% | -24.9% | -0.7% |
| 1Y | +12.1% | +30.7% | -18.6% | +0.7% |
| 3Y | +78.6% | +51.6% | +27.0% | +50.2% |
| 5Y | +73.8% | +112.2% | -38.4% | +26.3% |
| 10Y | +312.3% | +138.6% | +173.7% | +166.2% |
| All | +814.4% | +182.5% | +631.9% | +416.9% |
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 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