+1,227.8%
BE vs VOO
+81.6%
+1,146.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -1.9% |
| 7D | +23.9% | -0.4% | +24.3% | +24.9% |
| 30D | +27.8% | -1.4% | +29.2% | +32.0% |
| 3M | +3.7% | +3.7% | 0.0% | -1.7% |
| 6M | +78.0% | +13.0% | +64.9% | +43.2% |
| YTD | +209.9% | +12.4% | +197.5% | +155.7% |
| 1Y | +389.6% | +18.6% | +371.0% | +276.1% |
| 3Y | +1,730.6% | +78.1% | +1,652.5% | +547.3% |
| 5Y | +1,227.8% | +82.3% | +1,145.5% | +400.7% |
| All | +1,227.8% | +81.6% | +1,146.2% | +400.7% |
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