-57.2%
BEEP vs VOO
+77.0%
-134.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.7% |
| 7D | +3.1% | -0.4% | +3.5% | +3.4% |
| 30D | +6.9% | -1.4% | +8.3% | +7.7% |
| 3M | +56.1% | +3.7% | +52.4% | +52.1% |
| 6M | +11.7% | +13.0% | -1.3% | +2.3% |
| YTD | +15.7% | +12.4% | +3.2% | +6.4% |
| 1Y | -19.0% | +18.6% | -37.6% | -28.0% |
| All | -57.2% | +77.0% | -134.2% | -75.4% |
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