-43.3%
BEEP vs VOO
+78.8%
-122.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | -2.1% | -0.6% | -1.5% | -1.7% |
| 30D | -13.2% | -3.6% | -9.5% | -11.2% |
| 3M | -14.1% | -2.7% | -11.4% | -12.7% |
| 6M | +30.9% | +2.2% | +28.7% | +28.8% |
| YTD | -7.1% | +10.9% | -18.0% | -13.6% |
| 1Y | -27.5% | +11.3% | -38.9% | -32.8% |
| 3Y | -43.3% | +76.9% | -120.2% | -68.0% |
| All | -43.3% | +78.8% | -122.1% | -68.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling