+506.6%
BHE vs VOO
+807.8%
-301.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.2% |
| 7D | +5.3% | -0.4% | +5.7% | +5.7% |
| 30D | -8.5% | -1.4% | -7.1% | -7.0% |
| 3M | -14.1% | +3.7% | -17.8% | -17.2% |
| 6M | +38.6% | +13.0% | +25.6% | +21.6% |
| YTD | +74.8% | +12.4% | +62.4% | +54.5% |
| 1Y | +93.2% | +18.6% | +74.6% | +61.3% |
| 3Y | +232.0% | +78.1% | +153.9% | +80.2% |
| 5Y | +201.4% | +82.3% | +119.1% | +56.3% |
| 10Y | +279.7% | +322.5% | -42.8% | -32.0% |
| All | +506.6% | +807.8% | -301.2% | -71.8% |
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