+106.8%
BBH vs VOO
+325.3%
-218.5%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.4% |
| 7D | -4.9% | -0.8% | -4.1% | -4.2% |
| 30D | +4.1% | -1.1% | +5.2% | +5.1% |
| 3M | +22.1% | +3.9% | +18.2% | +18.1% |
| 6M | +19.4% | +13.6% | +5.8% | +7.3% |
| YTD | +21.2% | +12.7% | +8.5% | +9.6% |
| 1Y | +36.1% | +17.6% | +18.5% | +18.7% |
| 3Y | +44.3% | +77.3% | -33.0% | -11.5% |
| 5Y | +8.5% | +84.1% | -75.7% | -35.8% |
| All | +106.8% | +325.3% | -218.5% | -47.9% |
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