-90.6%
BEEM vs VOO
+817.1%
-907.7%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.3% |
| 7D | -4.1% | +0.1% | -4.2% | -4.2% |
| 30D | +25.9% | +0.1% | +25.8% | +25.7% |
| 3M | -0.7% | +2.0% | -2.7% | -2.2% |
| 6M | -9.0% | +13.0% | -22.1% | -18.7% |
| YTD | -6.0% | +13.6% | -19.6% | -16.0% |
| 1Y | -42.2% | +20.1% | -62.3% | -50.8% |
| 3Y | -83.8% | +77.6% | -161.4% | -90.4% |
| 5Y | -95.2% | +82.4% | -177.7% | -97.1% |
| 10Y | -83.2% | +316.8% | -400.1% | -93.8% |
| All | -90.6% | +817.1% | -907.7% | -96.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling