-92.5%
BCHT vs VOO
+588.2%
-680.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.3% | +11.4% | +11.5% |
| 7D | +1.8% | -2.7% | +4.5% | +3.4% |
| 30D | -20.7% | -5.4% | -15.3% | -18.1% |
| 3M | -17.3% | -4.1% | -13.2% | -15.2% |
| 6M | -23.8% | +0.7% | -24.6% | -23.8% |
| YTD | -69.3% | +8.7% | -78.1% | -70.6% |
| 1Y | -67.1% | +11.0% | -78.1% | -68.7% |
| 3Y | -54.0% | +75.5% | -129.5% | -65.6% |
| 5Y | -73.6% | +68.4% | -141.9% | -80.0% |
| 10Y | -86.1% | +315.7% | -401.8% | -93.5% |
| All | -92.5% | +588.2% | -680.6% | -98.0% |
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