-70.7%
BEEP vs VOO
+80.2%
-150.9%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.2% | +1.0% |
| 7D | +4.1% | +0.5% | +3.6% | +3.8% |
| 30D | +22.6% | -0.9% | +23.5% | +23.1% |
| 3M | +59.2% | +3.9% | +55.3% | +55.3% |
| 6M | +11.8% | +14.5% | -2.8% | +2.1% |
| YTD | +19.2% | +13.0% | +6.3% | +10.1% |
| 1Y | -15.8% | +19.4% | -35.2% | -24.8% |
| 3Y | -55.0% | +78.9% | -133.8% | -68.8% |
| All | -70.7% | +80.2% | -150.9% | -79.3% |
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