-99.2%
BFRI vs VOO
+77.4%
-176.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -24.4% | -0.4% | -24.0% | -24.0% |
| 7D | -15.4% | +2.6% | -18.0% | -17.5% |
| 30D | -15.7% | -2.0% | -13.7% | -13.3% |
| 3M | -44.4% | -2.8% | -41.7% | -42.5% |
| 6M | -27.1% | +2.2% | -29.2% | -27.9% |
| YTD | +22.8% | +11.5% | +11.3% | +11.3% |
| 1Y | -21.3% | +13.5% | -34.8% | -29.7% |
| 3Y | -81.7% | +78.1% | -159.8% | -89.9% |
| 5Y | -99.0% | +73.1% | -172.1% | -99.4% |
| All | -99.2% | +77.4% | -176.7% | -99.4% |
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 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