+65.9%
BFOR vs VOO
+75.5%
-9.6%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.3% |
| 7D | -3.6% | -2.7% | -0.9% | -1.0% |
| 30D | -2.8% | -5.4% | +2.5% | +2.5% |
| 3M | -6.6% | -4.1% | -2.6% | -2.8% |
| 6M | -0.1% | +0.7% | -0.8% | -1.0% |
| YTD | +9.8% | +8.7% | +1.1% | +0.6% |
| 1Y | +14.8% | +11.0% | +3.8% | +3.1% |
| 3Y | +65.9% | +75.5% | -9.5% | -9.4% |
| All | +65.9% | +75.5% | -9.6% | -9.4% |
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