+331.9%
BFOR vs VOO
+489.3%
-157.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | -0.1% | +0.1% | -0.2% | -0.2% |
| 30D | -0.7% | +0.1% | -0.8% | -0.8% |
| 3M | +5.4% | +2.0% | +3.4% | +3.2% |
| 6M | +10.7% | +13.0% | -2.3% | -2.5% |
| YTD | +17.1% | +13.6% | +3.5% | +2.5% |
| 1Y | +19.8% | +20.1% | -0.3% | -1.0% |
| 3Y | +66.3% | +77.6% | -11.3% | -8.2% |
| 5Y | +65.6% | +82.4% | -16.8% | -10.9% |
| 10Y | +224.1% | +316.8% | -92.7% | -25.8% |
| All | +331.9% | +489.3% | -157.4% | -31.8% |
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