-25.4%
BHF vs VOO
+261.2%
-286.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -1.6% |
| 7D | -1.4% | +0.5% | -2.0% | -2.3% |
| 30D | -14.1% | -0.9% | -13.1% | -12.7% |
| 3M | -16.5% | +3.9% | -20.4% | -21.9% |
| 6M | -11.7% | +14.5% | -26.3% | -30.3% |
| YTD | -19.4% | +13.0% | -32.3% | -35.2% |
| 1Y | +20.4% | +19.4% | +1.0% | -12.5% |
| 3Y | +5.1% | +78.9% | -73.7% | -61.2% |
| 5Y | +9.0% | +82.3% | -73.3% | -60.6% |
| All | -25.4% | +261.2% | -286.5% | -89.7% |
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