+83.5%
BFAM vs VOO
+536.2%
-452.7%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.3% | -5.2% | -4.9% |
| 7D | -4.3% | +0.1% | -4.4% | -4.5% |
| 30D | -25.2% | -3.3% | -21.9% | -23.0% |
| 3M | -29.2% | -2.4% | -26.8% | -27.8% |
| 6M | -26.4% | +2.6% | -29.0% | -28.7% |
| YTD | -48.7% | +11.3% | -60.0% | -54.1% |
| 1Y | -47.2% | +13.4% | -60.7% | -53.6% |
| 3Y | -37.0% | +80.3% | -117.3% | -64.4% |
| 5Y | -63.8% | +72.7% | -136.5% | -78.7% |
| 10Y | -21.7% | +310.0% | -331.7% | -78.1% |
| All | +83.5% | +536.2% | -452.7% | -64.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling