+98.4%
BH vs VOO
+800.4%
-702.0%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | +12.4% | +2.6% | +9.8% | +10.0% |
| 30D | -9.7% | -2.0% | -7.7% | -7.5% |
| 3M | -6.7% | -2.8% | -3.9% | -3.8% |
| 6M | +43.0% | +2.2% | +40.9% | +40.3% |
| YTD | +9.0% | +11.5% | -2.5% | -1.5% |
| 1Y | +12.8% | +13.5% | -0.6% | +0.5% |
| 3Y | +155.7% | +78.1% | +77.6% | +48.0% |
| 5Y | +138.5% | +73.1% | +65.3% | +38.8% |
| 10Y | +14.4% | +310.7% | -296.3% | -71.6% |
| All | +98.4% | +800.4% | -702.0% | -80.3% |
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