+142.2%
BEX vs VOO
+13.5%
+128.7%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.9% | -0.6% | +20.4% | +24.5% |
| 7D | +65.5% | +0.5% | +64.9% | +57.4% |
| 30D | +50.1% | -0.9% | +51.1% | +63.1% |
| 3M | -19.0% | +3.9% | -22.9% | -32.4% |
| 6M | +112.5% | +14.5% | +98.0% | -9.2% |
| YTD | +309.2% | +13.0% | +296.2% | +107.0% |
| All | +142.2% | +13.5% | +128.7% | +10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling