+34.1%
BEAM vs VOO
+148.0%
-113.9%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.3% | -6.6% | -6.4% |
| 7D | -4.5% | -0.6% | -3.9% | -3.4% |
| 30D | -2.1% | -3.6% | +1.5% | +4.2% |
| 3M | -7.8% | -2.7% | -5.1% | -2.9% |
| 6M | -22.2% | +2.2% | -24.4% | -23.6% |
| YTD | -9.3% | +10.9% | -20.2% | -20.9% |
| 1Y | +16.2% | +11.3% | +4.8% | +1.0% |
| 3Y | +13.5% | +76.9% | -63.4% | -47.2% |
| 5Y | -72.4% | +73.5% | -145.9% | -86.1% |
| All | +34.1% | +148.0% | -113.9% | -41.4% |
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