+41.1%
BELFB vs VOO
+14.7%
+26.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.6% | -10.4% | -11.9% |
| 7D | -4.5% | -0.7% | -3.8% | -3.4% |
| 30D | -15.6% | -1.1% | -14.5% | -13.5% |
| 3M | -27.7% | -0.3% | -27.3% | -27.0% |
| 6M | -24.1% | +7.4% | -31.5% | -33.6% |
| YTD | +28.3% | +13.4% | +15.0% | +2.3% |
| 1Y | +41.1% | +14.8% | +26.3% | +9.5% |
| All | +41.1% | +14.7% | +26.5% | +9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling