+135.1%
BHB vs VOO
+321.7%
-186.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.9% |
| 7D | +0.5% | -2.0% | +2.5% | +2.6% |
| 30D | +2.4% | -1.7% | +4.0% | +4.1% |
| 3M | +11.2% | +4.7% | +6.4% | +5.4% |
| 6M | +31.7% | +12.6% | +19.1% | +15.3% |
| YTD | +33.8% | +11.8% | +22.0% | +18.0% |
| 1Y | +32.1% | +17.5% | +14.5% | +10.2% |
| 3Y | +90.2% | +77.0% | +13.2% | +1.3% |
| 5Y | +90.3% | +82.6% | +7.7% | -4.0% |
| All | +135.1% | +321.7% | -186.6% | -54.5% |
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 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