-78.0%
BHC vs VOO
+315.3%
-393.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.5% | -3.7% | -3.6% |
| 7D | -9.8% | -0.4% | -9.4% | -9.4% |
| 30D | -3.0% | -1.4% | -1.6% | -1.3% |
| 3M | +19.1% | +3.7% | +15.4% | +13.5% |
| 6M | +15.1% | +13.0% | +2.1% | -2.1% |
| YTD | -11.4% | +12.4% | -23.8% | -24.1% |
| 1Y | -14.6% | +18.6% | -33.2% | -31.9% |
| 3Y | -28.7% | +78.1% | -106.8% | -67.5% |
| 5Y | -78.5% | +82.3% | -160.7% | -90.3% |
| 10Y | -78.0% | +322.5% | -400.6% | -96.5% |
| All | -78.0% | +315.3% | -393.4% | -96.5% |
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