-37.1%
BESS vs VOO
+75.0%
-112.1%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -4.4% | -1.7% | +27.8% |
| 7D | +20.5% | -4.7% | +25.3% | +63.7% |
| 30D | +16.3% | -5.9% | +22.2% | +72.7% |
| 3M | -9.9% | -4.5% | -5.4% | +15.1% |
| 6M | +12.3% | +1.9% | +10.5% | -18.1% |
| YTD | -74.9% | +8.4% | -83.3% | -91.9% |
| 1Y | -70.7% | +9.5% | -80.1% | -92.3% |
| All | -37.1% | +75.0% | -112.1% | -102.1% |
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