+1,097.2%
BELFB vs VOO
+325.3%
+771.9%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.2% | +1.8% |
| 7D | +2.7% | -0.8% | +3.5% | +3.8% |
| 30D | -15.0% | -1.1% | -13.9% | -13.7% |
| 3M | -15.6% | +3.9% | -19.4% | -19.7% |
| 6M | +24.7% | +13.6% | +11.1% | +4.9% |
| YTD | +47.7% | +12.7% | +35.0% | +26.1% |
| 1Y | +69.0% | +17.6% | +51.5% | +36.6% |
| 3Y | +446.3% | +77.3% | +369.0% | +153.4% |
| 5Y | +1,925.9% | +84.1% | +1,841.8% | +790.4% |
| All | +1,097.2% | +325.3% | +771.9% | +87.8% |
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