-12.5%
BEX vs VOO
+11.5%
-24.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -0.3% | -8.3% | -5.7% |
| 7D | -29.1% | -0.6% | -28.5% | -22.0% |
| 30D | -62.2% | -3.6% | -58.5% | -40.8% |
| 3M | -41.0% | -2.7% | -38.3% | -11.6% |
| 6M | -74.5% | +2.2% | -76.7% | -69.8% |
| YTD | +47.8% | +10.9% | +36.9% | +3.3% |
| All | -12.5% | +11.5% | -24.0% | -45.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling