+4.1%
BBHM vs VOO
+14.2%
-10.0%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.1% |
| 7D | -3.5% | -2.0% | -1.6% | -1.5% |
| 30D | -7.0% | -1.7% | -5.3% | -5.3% |
| 3M | +2.6% | +4.7% | -2.1% | -2.3% |
| 6M | +1.9% | +12.6% | -10.7% | -10.7% |
| YTD | +1.3% | +11.8% | -10.4% | -10.3% |
| All | +4.1% | +14.2% | -10.0% | -10.6% |
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