-2.5%
BEP vs VOO
+72.6%
-75.1%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.7% | +1.6% |
| 7D | -3.7% | +2.6% | -6.3% | -5.5% |
| 30D | +7.5% | -2.0% | +9.4% | +8.9% |
| 3M | -13.8% | -2.8% | -11.1% | -12.1% |
| 6M | -11.0% | +2.2% | -13.2% | -12.5% |
| YTD | +15.1% | +11.5% | +3.6% | +6.3% |
| 1Y | +7.1% | +13.5% | -6.4% | -2.4% |
| 3Y | +56.6% | +78.1% | -21.5% | +4.7% |
| All | -2.5% | +72.6% | -75.1% | -36.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling