-28.4%
BHF vs VOO
+260.4%
-288.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.3% | -2.8% |
| 7D | -6.5% | -0.8% | -5.7% | -5.3% |
| 30D | -16.2% | -1.1% | -15.2% | -14.8% |
| 3M | -20.8% | +3.9% | -24.7% | -25.9% |
| 6M | -16.8% | +13.6% | -30.4% | -33.5% |
| YTD | -22.7% | +12.7% | -35.4% | -37.6% |
| 1Y | +2.5% | +17.6% | -15.1% | -23.6% |
| 3Y | +0.6% | +77.3% | -76.7% | -62.3% |
| 5Y | +9.5% | +84.1% | -74.6% | -61.2% |
| All | -28.4% | +260.4% | -288.8% | -90.1% |
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