+1,072.3%
BELFA vs VOO
+325.3%
+747.0%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.8% | +2.4% | +2.5% |
| 7D | +3.1% | -0.8% | +3.9% | +3.9% |
| 30D | -12.1% | -1.1% | -11.1% | -11.2% |
| 3M | -20.1% | +3.9% | -24.0% | -22.6% |
| 6M | +14.3% | +13.6% | +0.7% | +2.7% |
| YTD | +37.6% | +12.7% | +24.9% | +24.9% |
| 1Y | +67.5% | +17.6% | +49.9% | +47.4% |
| 3Y | +347.9% | +77.3% | +270.6% | +188.9% |
| 5Y | +1,344.7% | +84.1% | +1,260.6% | +798.6% |
| All | +1,072.3% | +325.3% | +747.0% | +307.0% |
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