-96.8%
BESS vs VOO
+775.2%
-872.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -4.4% | -1.7% | +0.6% |
| 7D | +20.5% | -4.7% | +25.3% | +29.4% |
| 30D | +16.3% | -5.9% | +22.2% | +27.4% |
| 3M | -9.9% | -4.5% | -5.4% | -3.4% |
| 6M | +12.3% | +1.9% | +10.5% | +11.3% |
| YTD | -74.9% | +8.4% | -83.3% | -77.6% |
| 1Y | -70.7% | +9.5% | -80.1% | -74.4% |
| 3Y | -37.1% | +75.3% | -112.4% | -43.9% |
| 5Y | -85.5% | +67.9% | -153.3% | -86.9% |
| 10Y | -90.6% | +314.4% | -405.0% | -93.5% |
| All | -96.8% | +775.2% | -872.0% | -98.5% |
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