+1,647.6%
BE vs VOO
+77.5%
+1,570.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.0% | -3.5% |
| 7D | -13.4% | -0.6% | -12.8% | -11.0% |
| 30D | -33.9% | -3.6% | -30.3% | -25.7% |
| 3M | -12.0% | -2.7% | -9.2% | -2.6% |
| 6M | -29.0% | +2.2% | -31.2% | -27.8% |
| YTD | +113.4% | +10.9% | +102.5% | +85.8% |
| 1Y | +33.2% | +11.3% | +21.8% | +17.3% |
| All | +1,647.6% | +77.5% | +1,570.1% | +331.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling