-28.2%
BFH vs VOO
+325.3%
-353.5%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -1.8% |
| 7D | -4.1% | -0.8% | -3.3% | -2.9% |
| 30D | -3.5% | -1.1% | -2.4% | -1.8% |
| 3M | +4.9% | +3.9% | +1.0% | -1.1% |
| 6M | +44.3% | +13.6% | +30.6% | +18.3% |
| YTD | +44.8% | +12.7% | +32.1% | +20.5% |
| 1Y | +68.3% | +17.6% | +50.7% | +31.1% |
| 3Y | +211.0% | +77.3% | +133.7% | +31.8% |
| 5Y | +56.5% | +84.1% | -27.7% | -35.4% |
| All | -28.2% | +325.3% | -353.5% | -90.2% |
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