-98.2%
BFRI vs VOO
+79.3%
-177.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.8% | +5.3% | +5.3% |
| 7D | -3.7% | -0.8% | -3.0% | -2.9% |
| 30D | +24.0% | -1.1% | +25.1% | +25.3% |
| 3M | +74.9% | +3.9% | +71.1% | +68.1% |
| 6M | +83.2% | +13.6% | +69.6% | +61.5% |
| YTD | +171.9% | +12.7% | +159.2% | +142.2% |
| 1Y | +86.1% | +17.6% | +68.5% | +59.7% |
| 3Y | -81.3% | +77.3% | -158.6% | -89.7% |
| All | -98.2% | +79.3% | -177.6% | -98.8% |
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 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