-52.0%
BEKE vs VOO
+145.5%
-197.5%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.5% |
| 7D | -6.8% | -2.0% | -4.8% | -4.9% |
| 30D | -1.6% | -1.7% | +0.1% | +0.1% |
| 3M | +4.3% | +4.7% | -0.4% | -0.7% |
| 6M | +1.6% | +12.6% | -10.9% | -10.2% |
| YTD | +7.9% | +11.8% | -3.9% | -3.9% |
| 1Y | -14.6% | +17.5% | -32.2% | -27.8% |
| 3Y | +7.9% | +77.0% | -69.0% | -42.9% |
| 5Y | -5.3% | +82.6% | -87.8% | -50.8% |
| All | -52.0% | +145.5% | -197.5% | -80.6% |
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