+264.8%
BEG vs VOO
+13.5%
+251.3%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +0.8% | +12.9% | +7.0% |
| 7D | +16.6% | -0.8% | +17.3% | +24.2% |
| 30D | +27.6% | -1.1% | +28.6% | +40.7% |
| 3M | -17.4% | +3.9% | -21.3% | -31.5% |
| 6M | +47.6% | +13.6% | +34.0% | -28.2% |
| YTD | +286.2% | +12.7% | +273.5% | +110.7% |
| All | +264.8% | +13.5% | +251.3% | +87.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling