+347.9%
BELFA vs VOO
+77.4%
+270.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.8% | +2.4% | +2.0% |
| 7D | +3.1% | -0.8% | +3.9% | +4.3% |
| 30D | -12.1% | -1.1% | -11.1% | -10.7% |
| 3M | -20.1% | +3.9% | -24.0% | -24.1% |
| 6M | +14.3% | +13.6% | +0.7% | -4.1% |
| YTD | +37.6% | +12.7% | +24.9% | +17.3% |
| 1Y | +67.5% | +17.6% | +49.9% | +36.0% |
| 3Y | +347.9% | +77.3% | +270.6% | +202.3% |
| All | +347.9% | +77.4% | +270.5% | +202.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling