+120.8%
BH vs VOO
+81.6%
+39.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +2.0% |
| 7D | -7.5% | -0.4% | -7.1% | -7.3% |
| 30D | -5.5% | -1.4% | -4.1% | -4.5% |
| 3M | +19.8% | +3.7% | +16.1% | +16.4% |
| 6M | +18.8% | +13.0% | +5.8% | +8.1% |
| YTD | +9.6% | +12.4% | -2.8% | +0.3% |
| 1Y | +16.8% | +18.6% | -1.8% | +2.8% |
| 3Y | +97.0% | +78.1% | +18.9% | +33.4% |
| 5Y | +120.8% | +82.3% | +38.6% | +43.5% |
| All | +120.8% | +81.6% | +39.3% | +43.5% |
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