-74.4%
BEAM vs VOO
+82.3%
-156.7%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.6% | -9.0% | -8.4% |
| 7D | -7.5% | +0.5% | -8.1% | -8.5% |
| 30D | -2.4% | -0.9% | -1.4% | -0.2% |
| 3M | -9.9% | +3.9% | -13.8% | -16.5% |
| 6M | +1.1% | +14.5% | -13.4% | -22.7% |
| YTD | -3.2% | +13.0% | -16.2% | -23.9% |
| 1Y | +34.6% | +19.4% | +15.1% | -4.9% |
| 3Y | +5.0% | +78.9% | -73.9% | -67.4% |
| 5Y | -74.4% | +82.3% | -156.7% | -91.5% |
| All | -74.4% | +82.3% | -156.7% | -91.5% |
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