+127.7%
BEX vs VOO
+13.0%
+114.7%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.5% | -5.5% | -2.2% |
| 7D | +50.1% | -0.4% | +50.4% | +54.1% |
| 30D | +53.4% | -1.4% | +54.8% | +73.2% |
| 3M | -26.8% | +3.7% | -30.5% | -37.8% |
| 6M | +62.2% | +13.0% | +49.2% | -22.7% |
| YTD | +284.7% | +12.4% | +272.2% | +102.4% |
| All | +127.7% | +13.0% | +114.7% | +7.9% |
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