-52.4%
BHC vs VOO
+309.6%
-362.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.7% |
| 7D | +2.1% | +2.6% | -0.5% | -1.2% |
| 30D | +41.8% | -2.0% | +43.8% | +45.5% |
| 3M | +31.7% | -2.8% | +34.5% | +36.3% |
| 6M | +57.8% | +2.2% | +55.7% | +52.8% |
| YTD | +20.1% | +11.5% | +8.6% | +3.8% |
| 1Y | +26.1% | +13.5% | +12.6% | +6.5% |
| 3Y | +27.9% | +78.1% | -50.2% | -41.9% |
| 5Y | -68.4% | +73.1% | -141.6% | -84.9% |
| All | -52.4% | +309.6% | -362.1% | -93.1% |
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