+83.3%
BBEM vs VOO
+93.8%
-10.6%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +0.6% |
| 7D | -1.0% | -0.8% | -0.2% | -0.3% |
| 30D | +2.2% | -1.1% | +3.2% | +3.1% |
| 3M | +0.7% | +3.9% | -3.2% | -2.4% |
| 6M | +15.5% | +13.6% | +1.9% | +4.7% |
| YTD | +23.6% | +12.7% | +10.9% | +12.8% |
| 1Y | +31.4% | +17.6% | +13.8% | +16.4% |
| 3Y | +79.9% | +77.3% | +2.6% | +14.8% |
| All | +83.3% | +93.8% | -10.6% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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