+54.2%
BCHP vs VOO
+78.9%
-24.7%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.4% |
| 7D | -1.7% | +0.1% | -1.8% | -1.8% |
| 30D | -2.1% | +0.1% | -2.2% | -2.2% |
| 3M | +1.6% | +2.0% | -0.4% | -0.5% |
| 6M | +9.4% | +13.0% | -3.7% | -3.5% |
| YTD | +2.1% | +13.6% | -11.4% | -10.3% |
| 1Y | +0.8% | +20.1% | -19.3% | -16.3% |
| 3Y | +49.8% | +77.6% | -27.8% | -18.0% |
| All | +54.2% | +78.9% | -24.7% | -15.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling