-29.1%
BFAM vs VOO
+79.1%
-108.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.6% | -4.9% |
| 7D | -8.8% | +0.5% | -9.4% | -9.1% |
| 30D | -9.2% | -0.9% | -8.3% | -8.7% |
| 3M | +12.6% | +3.9% | +8.7% | +9.7% |
| 6M | -13.9% | +14.5% | -28.4% | -22.0% |
| YTD | -34.3% | +13.0% | -47.3% | -40.0% |
| 1Y | -42.8% | +19.4% | -62.2% | -50.1% |
| 3Y | -29.1% | +78.9% | -108.0% | -63.8% |
| All | -29.1% | +79.1% | -108.2% | -63.8% |
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