+23.6%
BEAM vs VOO
+18.9%
+4.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.5% | -5.7% | -5.2% |
| 7D | -14.0% | -0.4% | -13.7% | -13.2% |
| 30D | -7.7% | -1.4% | -6.3% | -4.7% |
| 3M | -17.4% | +3.7% | -21.1% | -23.1% |
| 6M | -8.9% | +13.0% | -21.9% | -28.6% |
| YTD | -9.2% | +12.4% | -21.6% | -28.5% |
| 1Y | +23.6% | +18.6% | +5.0% | -20.6% |
| All | +23.6% | +18.9% | +4.8% | -20.6% |
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