-1.4%
BCHP vs VOO
+17.3%
-18.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | 0.0% |
| 7D | -3.7% | -2.0% | -1.7% | -1.4% |
| 30D | -5.0% | -1.7% | -3.3% | -3.1% |
| 3M | +3.4% | +4.7% | -1.3% | -1.9% |
| 6M | +7.5% | +12.6% | -5.1% | -6.4% |
| YTD | -0.8% | +11.8% | -12.6% | -12.7% |
| 1Y | -1.4% | +17.5% | -18.9% | -18.4% |
| All | -1.4% | +17.3% | -18.7% | -18.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling