+1,175.5%
BELFA vs VOO
+802.4%
+373.1%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.4% |
| 7D | +0.2% | -2.0% | +2.2% | +2.0% |
| 30D | -13.8% | -1.7% | -12.1% | -12.5% |
| 3M | -17.6% | +4.7% | -22.4% | -20.6% |
| 6M | +12.3% | +12.6% | -0.2% | +1.9% |
| YTD | +33.3% | +11.8% | +21.5% | +22.0% |
| 1Y | +71.5% | +17.5% | +54.0% | +51.3% |
| 3Y | +326.8% | +77.0% | +249.9% | +173.5% |
| 5Y | +1,298.9% | +82.6% | +1,216.4% | +765.2% |
| 10Y | +1,065.9% | +320.0% | +745.9% | +257.5% |
| All | +1,175.5% | +802.4% | +373.1% | +57.9% |
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