-38.0%
BCE vs VOO
+80.3%
-118.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -2.4% | -2.0% | -0.4% | -1.8% |
| 30D | -0.5% | -1.7% | +1.1% | -0.1% |
| 3M | -4.7% | +4.7% | -9.4% | -6.0% |
| 6M | -9.6% | +12.6% | -22.2% | -12.8% |
| YTD | +0.1% | +11.8% | -11.6% | -3.3% |
| 1Y | +1.4% | +17.5% | -16.1% | -3.7% |
| 3Y | -28.4% | +77.0% | -105.4% | -44.0% |
| 5Y | -38.0% | +82.6% | -120.5% | -54.4% |
| All | -38.0% | +80.3% | -118.3% | -54.4% |
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