-67.4%
BCHT vs VOO
+82.6%
-150.0%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.0% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | -13.8% | +0.1% | -13.8% | -13.8% |
| 3M | -44.1% | +2.0% | -46.1% | -44.8% |
| 6M | -47.8% | +13.0% | -60.8% | -51.7% |
| YTD | -68.3% | +13.6% | -81.8% | -70.7% |
| 1Y | -67.4% | +20.1% | -87.5% | -70.7% |
| 3Y | -4.8% | +77.6% | -82.4% | -32.7% |
| All | -67.4% | +82.6% | -150.0% | -77.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling