-98.3%
BFRI vs VOO
+78.9%
-177.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.8% |
| 7D | +1.3% | -0.4% | +1.7% | +1.7% |
| 30D | +27.3% | -1.4% | +28.6% | +28.9% |
| 3M | +75.0% | +3.7% | +71.3% | +68.4% |
| 6M | +86.9% | +13.0% | +73.9% | +65.5% |
| YTD | +170.2% | +12.4% | +157.7% | +141.1% |
| 1Y | +79.5% | +18.6% | +60.9% | +52.7% |
| 3Y | -81.9% | +78.1% | -159.9% | -90.1% |
| All | -98.3% | +78.9% | -177.2% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling