+310.6%
BE vs VOO
+17.3%
+293.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -1.4% |
| 7D | +9.7% | -2.0% | +11.7% | +19.3% |
| 30D | +22.4% | -1.7% | +24.0% | +31.7% |
| 3M | +10.4% | +4.7% | +5.6% | -7.1% |
| 6M | +67.9% | +12.6% | +55.3% | +7.1% |
| YTD | +197.5% | +11.8% | +185.7% | +97.9% |
| 1Y | +310.6% | +17.5% | +293.0% | +106.8% |
| All | +310.6% | +17.3% | +293.3% | +106.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling