-54.4%
BCHT vs VOO
+78.4%
-132.8%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.3% | -3.2% | -2.9% |
| 7D | +4.6% | +0.1% | +4.5% | +4.6% |
| 30D | -18.0% | -3.3% | -14.7% | -15.4% |
| 3M | -18.0% | -2.4% | -15.6% | -16.2% |
| 6M | -18.6% | +2.6% | -21.2% | -20.0% |
| YTD | -69.6% | +11.3% | -80.9% | -72.0% |
| 1Y | -67.4% | +13.4% | -80.9% | -70.3% |
| 3Y | -54.4% | +80.3% | -134.7% | -90.9% |
| All | -54.4% | +78.4% | -132.8% | -90.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling