-4.2%
BEX vs VOO
+11.9%
-16.1%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.4% | +2.3% | +22.1% | +4.7% |
| 7D | -8.3% | +0.1% | -8.4% | -4.5% |
| 30D | -58.6% | -3.3% | -55.3% | -37.2% |
| 3M | -40.6% | -2.4% | -38.2% | -13.7% |
| 6M | -72.1% | +2.6% | -74.7% | -68.0% |
| YTD | +61.8% | +11.3% | +50.5% | +9.6% |
| All | -4.2% | +11.9% | -16.1% | -41.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling