-72.9%
BCHT vs VOO
+67.9%
-140.8%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.3% | +11.4% | +11.4% |
| 7D | +1.8% | -2.7% | +4.5% | +3.8% |
| 30D | -20.7% | -5.4% | -15.3% | -17.5% |
| 3M | -17.3% | -4.1% | -13.2% | -14.8% |
| 6M | -23.8% | +0.7% | -24.6% | -23.8% |
| YTD | -69.3% | +8.7% | -78.1% | -70.8% |
| 1Y | -67.1% | +11.0% | -78.1% | -69.0% |
| 3Y | -54.0% | +75.5% | -129.5% | -67.1% |
| All | -72.9% | +67.9% | -140.8% | -80.4% |
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 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