+42.3%
BEPC vs VOO
+159.1%
-116.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.6% |
| 7D | +0.7% | -0.4% | +1.0% | +1.0% |
| 30D | -3.7% | -1.4% | -2.4% | -2.6% |
| 3M | -17.7% | +3.7% | -21.4% | -20.3% |
| 6M | -20.3% | +13.0% | -33.3% | -28.2% |
| YTD | -15.0% | +12.4% | -27.4% | -23.1% |
| 1Y | -3.1% | +18.6% | -21.7% | -16.2% |
| 3Y | +37.2% | +78.1% | -40.8% | -16.1% |
| 5Y | -10.6% | +82.3% | -92.9% | -47.0% |
| All | +42.3% | +159.1% | -116.8% | -49.7% |
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