+58.9%
BEAM vs VOO
+21.4%
+37.5%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.5% | -1.6% |
| 7D | -3.3% | +0.3% | -3.6% | -3.9% |
| 30D | +3.9% | +0.2% | +3.7% | +3.5% |
| 3M | -0.3% | +2.8% | -3.1% | -4.8% |
| 6M | +8.2% | +14.3% | -6.0% | -16.9% |
| YTD | +6.3% | +14.0% | -7.7% | -18.5% |
| All | +58.9% | +21.4% | +37.5% | +8.7% |
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 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