-94.4%
BESS vs VOO
+316.2%
-410.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.4% | +5.6% | +5.9% |
| 7D | +4.1% | +0.1% | +4.0% | +3.9% |
| 30D | +4.1% | +0.1% | +4.0% | +3.9% |
| 3M | 0.0% | +2.0% | -2.0% | -2.6% |
| 6M | -6.2% | +13.0% | -19.2% | -25.5% |
| YTD | -71.0% | +13.6% | -84.5% | -77.4% |
| 1Y | -49.2% | +20.1% | -69.2% | -65.0% |
| 3Y | -56.4% | +77.6% | -134.0% | -67.6% |
| 5Y | -86.4% | +82.4% | -168.8% | -90.1% |
| All | -94.4% | +316.2% | -410.6% | -97.0% |
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 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