-3.2%
BFAM vs VOO
+315.3%
-318.5%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -0.7% |
| 7D | -8.5% | -0.4% | -8.1% | -8.2% |
| 30D | -9.1% | -1.4% | -7.8% | -8.0% |
| 3M | +7.1% | +3.7% | +3.4% | +3.0% |
| 6M | -14.7% | +13.0% | -27.7% | -24.6% |
| YTD | -35.0% | +12.4% | -47.5% | -42.4% |
| 1Y | -42.9% | +18.6% | -61.5% | -52.0% |
| 3Y | -29.9% | +78.1% | -107.9% | -60.4% |
| 5Y | -53.6% | +82.3% | -135.8% | -74.4% |
| 10Y | -3.2% | +322.5% | -325.7% | -74.6% |
| All | -3.2% | +315.3% | -318.5% | -74.6% |
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 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