-67.9%
BHC vs VOO
+795.4%
-863.3%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -0.9% |
| 7D | +1.8% | -0.6% | +2.4% | +2.6% |
| 30D | +37.3% | -3.6% | +40.9% | +44.0% |
| 3M | +30.6% | -2.7% | +33.3% | +35.0% |
| 6M | +44.2% | +2.2% | +41.9% | +39.5% |
| YTD | +19.3% | +10.9% | +8.4% | +4.0% |
| 1Y | +29.5% | +11.3% | +18.2% | +12.4% |
| 3Y | +21.7% | +76.9% | -55.2% | -43.4% |
| 5Y | -69.3% | +73.5% | -142.8% | -85.1% |
| 10Y | -50.7% | +307.7% | -358.4% | -91.8% |
| All | -67.9% | +795.4% | -863.3% | -97.6% |
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