+158.1%
BFH vs VOO
+812.0%
-653.9%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.9% | -1.6% |
| 7D | +6.0% | +0.5% | +5.5% | +5.3% |
| 30D | +0.1% | -0.9% | +1.0% | +1.5% |
| 3M | +18.6% | +3.9% | +14.7% | +12.5% |
| 6M | +50.6% | +14.5% | +36.0% | +24.7% |
| YTD | +47.3% | +13.0% | +34.3% | +24.6% |
| 1Y | +66.9% | +19.4% | +47.5% | +30.7% |
| 3Y | +216.2% | +78.9% | +137.4% | +46.1% |
| 5Y | +60.4% | +82.3% | -21.9% | -25.2% |
| 10Y | -27.2% | +314.2% | -341.4% | -86.0% |
| All | +158.1% | +812.0% | -653.9% | -78.9% |
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