+4.9%
BBHM vs VOO
+14.8%
-10.0%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.8% |
| 7D | -1.8% | -0.4% | -1.4% | -1.4% |
| 30D | -5.7% | -1.4% | -4.3% | -4.3% |
| 3M | +1.1% | +3.7% | -2.6% | -2.6% |
| 6M | +1.3% | +13.0% | -11.7% | -11.6% |
| YTD | +2.0% | +12.4% | -10.4% | -10.2% |
| All | +4.9% | +14.8% | -10.0% | -10.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling