-51.3%
BEKE vs VOO
+147.6%
-198.8%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +0.6% |
| 7D | -5.5% | -0.8% | -4.8% | -4.7% |
| 30D | -2.8% | -1.1% | -1.7% | -1.7% |
| 3M | +3.2% | +3.9% | -0.7% | -0.9% |
| 6M | +1.3% | +13.6% | -12.4% | -11.4% |
| YTD | +9.4% | +12.7% | -3.3% | -3.4% |
| 1Y | -14.5% | +17.6% | -32.0% | -27.7% |
| 3Y | +7.8% | +77.3% | -69.5% | -43.0% |
| 5Y | -3.9% | +84.1% | -88.0% | -50.5% |
| All | -51.3% | +147.6% | -198.8% | -80.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling