-56.4%
BESS vs VOO
+77.8%
-134.2%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.4% | +5.6% | +8.1% |
| 7D | +4.1% | +0.1% | +4.0% | +2.8% |
| 30D | +4.1% | +0.1% | +4.0% | +2.2% |
| 3M | 0.0% | +2.0% | -2.0% | -18.4% |
| 6M | -6.2% | +13.0% | -19.2% | -70.7% |
| YTD | -71.0% | +13.6% | -84.5% | -92.3% |
| 1Y | -49.2% | +20.1% | -69.2% | -93.2% |
| All | -56.4% | +77.8% | -134.2% | -100.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling