+49.7%
BCHP vs VOO
+76.1%
-26.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | 0.0% |
| 7D | -3.7% | -2.0% | -1.7% | -1.6% |
| 30D | -5.0% | -1.7% | -3.3% | -3.3% |
| 3M | +3.4% | +4.7% | -1.3% | -1.4% |
| 6M | +7.5% | +12.6% | -5.1% | -4.8% |
| YTD | -0.8% | +11.8% | -12.6% | -11.4% |
| 1Y | -1.4% | +17.5% | -18.9% | -16.3% |
| 3Y | +46.4% | +77.0% | -30.6% | -19.7% |
| All | +49.7% | +76.1% | -26.3% | -16.9% |
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