+43.0%
BEPC vs VOO
+161.7%
-118.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.1% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | -3.5% | +0.1% | -3.5% | -3.5% |
| 3M | -17.2% | +2.0% | -19.2% | -18.7% |
| 6M | -20.6% | +13.0% | -33.6% | -28.5% |
| YTD | -14.6% | +13.6% | -28.2% | -23.4% |
| 1Y | -1.7% | +20.1% | -21.8% | -15.9% |
| 3Y | +31.8% | +77.6% | -45.7% | -19.2% |
| 5Y | -10.9% | +82.4% | -93.4% | -47.1% |
| All | +43.0% | +161.7% | -118.7% | -49.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling