-85.7%
BCHT vs VOO
+309.6%
-395.3%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +1.1% |
| 7D | +2.6% | +2.6% | 0.0% | +1.1% |
| 30D | -11.9% | -2.0% | -10.0% | -10.9% |
| 3M | -18.1% | -2.8% | -15.3% | -16.8% |
| 6M | -11.9% | +2.2% | -14.1% | -12.6% |
| YTD | -68.5% | +11.5% | -80.1% | -70.2% |
| 1Y | -68.5% | +13.5% | -82.0% | -70.3% |
| 3Y | -72.6% | +78.1% | -150.6% | -79.4% |
| 5Y | -71.9% | +73.1% | -145.0% | -78.7% |
| All | -85.7% | +309.6% | -395.3% | -90.3% |
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