+80.8%
BBEM vs VOO
+92.2%
-11.3%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.6% |
| 7D | -0.7% | -2.0% | +1.2% | +1.0% |
| 30D | +2.2% | -1.7% | +3.9% | +3.8% |
| 3M | +3.5% | +4.7% | -1.2% | -0.3% |
| 6M | +14.0% | +12.6% | +1.4% | +4.2% |
| YTD | +22.0% | +11.8% | +10.2% | +12.1% |
| 1Y | +31.4% | +17.5% | +13.9% | +16.6% |
| 3Y | +79.7% | +77.0% | +2.7% | +14.9% |
| All | +80.8% | +92.2% | -11.3% | +13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling