+7.6%
BEX vs VOO
+13.9%
-6.3%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.8% | +1.6% | -14.4% | -26.4% |
| 7D | -24.7% | -0.7% | -24.0% | -20.5% |
| 30D | -55.8% | -1.1% | -54.7% | -48.6% |
| 3M | -38.7% | -0.3% | -38.4% | -31.4% |
| 6M | -74.6% | +7.4% | -82.0% | -81.4% |
| YTD | +81.8% | +13.4% | +68.4% | -2.6% |
| All | +7.6% | +13.9% | -6.3% | -48.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling