-20.1%
BHFAL vs VOO
+80.3%
-100.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.3% |
| 7D | -0.5% | -2.0% | +1.5% | +0.2% |
| 30D | -1.0% | -1.7% | +0.7% | -0.4% |
| 3M | -1.5% | +4.7% | -6.3% | -3.2% |
| 6M | -7.4% | +12.6% | -20.0% | -11.3% |
| YTD | -2.6% | +11.8% | -14.4% | -6.5% |
| 1Y | -12.5% | +17.5% | -30.1% | -17.5% |
| 3Y | -16.3% | +77.0% | -93.3% | -33.1% |
| 5Y | -20.1% | +82.6% | -102.7% | -39.0% |
| All | -20.1% | +80.3% | -100.4% | -39.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling