-67.4%
BHC vs VOO
+798.5%
-865.9%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.3% | +0.3% | -0.3% |
| 7D | +4.7% | +0.1% | +4.7% | +4.6% |
| 30D | +39.1% | -3.3% | +42.4% | +45.3% |
| 3M | +34.4% | -2.4% | +36.8% | +38.4% |
| 6M | +46.1% | +2.6% | +43.5% | +40.7% |
| YTD | +20.9% | +11.3% | +9.6% | +4.9% |
| 1Y | +26.3% | +13.4% | +12.9% | +6.8% |
| 3Y | +22.8% | +80.3% | -57.5% | -44.3% |
| 5Y | -69.5% | +72.7% | -142.2% | -85.1% |
| 10Y | -47.8% | +310.0% | -357.8% | -91.3% |
| All | -67.4% | +798.5% | -865.9% | -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