-85.6%
BESS vs VOO
+67.9%
-153.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.8% | +0.3% | +14.5% | +13.5% |
| 7D | +28.4% | -2.7% | +31.1% | +42.3% |
| 30D | +33.5% | -5.4% | +38.8% | +64.7% |
| 3M | +2.7% | -4.1% | +6.8% | +18.9% |
| 6M | +24.2% | +0.7% | +23.4% | +20.0% |
| YTD | -71.1% | +8.7% | -79.9% | -81.3% |
| 1Y | -67.9% | +11.0% | -78.9% | -81.5% |
| 3Y | -27.9% | +75.5% | -103.3% | -73.2% |
| All | -85.6% | +67.9% | -153.5% | -94.4% |
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