+30.0%
BEAM vs VOO
+149.9%
-120.0%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.3% |
| 7D | -17.3% | -2.0% | -15.3% | -14.6% |
| 30D | -9.2% | -1.7% | -7.6% | -6.6% |
| 3M | -17.4% | +4.7% | -22.1% | -22.7% |
| 6M | -6.6% | +12.6% | -19.1% | -21.0% |
| YTD | -12.1% | +11.8% | -23.8% | -24.8% |
| 1Y | +22.6% | +17.5% | +5.0% | -2.0% |
| 3Y | -4.6% | +77.0% | -81.6% | -56.0% |
| 5Y | -77.6% | +82.6% | -160.2% | -89.4% |
| All | +30.0% | +149.9% | -120.0% | -44.3% |
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