-8.5%
BEPC vs VOO
+82.3%
-90.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.1% | +3.0% |
| 7D | +2.9% | +0.5% | +2.4% | +2.4% |
| 30D | -2.3% | -0.9% | -1.4% | -1.5% |
| 3M | -14.5% | +3.9% | -18.4% | -17.3% |
| 6M | -17.0% | +14.5% | -31.5% | -25.8% |
| YTD | -12.4% | +13.0% | -25.3% | -20.8% |
| 1Y | +1.5% | +19.4% | -17.9% | -12.4% |
| 3Y | +41.4% | +78.9% | -37.4% | -12.2% |
| 5Y | -8.5% | +82.3% | -90.8% | -45.6% |
| All | -8.5% | +82.3% | -90.9% | -45.6% |
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