+1,003.0%
BE vs VOO
+208.3%
+794.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.8% | +5.8% | +5.0% |
| 7D | +9.0% | -0.8% | +9.8% | +10.7% |
| 30D | +16.3% | -1.1% | +17.3% | +18.9% |
| 3M | +10.8% | +3.9% | +6.9% | +5.3% |
| 6M | +73.2% | +13.6% | +59.6% | +42.2% |
| YTD | +217.4% | +12.7% | +204.6% | +167.9% |
| 1Y | +309.8% | +17.6% | +292.2% | +230.4% |
| 3Y | +1,726.2% | +77.3% | +1,648.8% | +636.9% |
| 5Y | +1,306.2% | +84.1% | +1,222.0% | +475.0% |
| All | +1,003.0% | +208.3% | +794.7% | +101.3% |
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