+2.9%
BHFAL vs VOO
+198.0%
-195.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.4% |
| 7D | +0.3% | -0.8% | +1.0% | +0.7% |
| 30D | -1.0% | -1.1% | 0.0% | -0.5% |
| 3M | -2.6% | +3.9% | -6.5% | -4.6% |
| 6M | -6.6% | +13.6% | -20.2% | -12.8% |
| YTD | -2.6% | +12.7% | -15.3% | -8.7% |
| 1Y | -9.9% | +17.6% | -27.4% | -17.5% |
| 3Y | -15.0% | +77.3% | -92.3% | -38.7% |
| 5Y | -20.1% | +84.1% | -104.2% | -44.5% |
| All | +2.9% | +198.0% | -195.2% | -52.6% |
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 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