-3.5%
BEP vs VOO
+81.6%
-85.0%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.6% |
| 7D | +0.5% | -0.4% | +0.9% | +0.8% |
| 30D | -3.3% | -1.4% | -1.9% | -2.3% |
| 3M | -13.4% | +3.7% | -17.1% | -15.6% |
| 6M | +6.1% | +13.0% | -6.9% | -2.7% |
| YTD | +19.8% | +12.4% | +7.4% | +10.2% |
| 1Y | +28.2% | +18.6% | +9.6% | +13.6% |
| 3Y | +44.9% | +78.1% | -33.1% | -2.5% |
| 5Y | -3.5% | +82.3% | -85.7% | -37.1% |
| All | -3.5% | +81.6% | -85.0% | -37.1% |
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