+2.8%
BHFAL vs VOO
+197.3%
-194.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.2% |
| 7D | -0.1% | -0.4% | +0.3% | +0.1% |
| 30D | -1.1% | -1.4% | +0.3% | -0.4% |
| 3M | -1.4% | +3.7% | -5.1% | -3.4% |
| 6M | -7.0% | +13.0% | -20.0% | -12.9% |
| YTD | -2.7% | +12.4% | -15.1% | -8.7% |
| 1Y | -12.7% | +18.6% | -31.3% | -20.4% |
| 3Y | -16.4% | +78.1% | -94.4% | -39.8% |
| 5Y | -20.2% | +82.3% | -102.5% | -44.2% |
| All | +2.8% | +197.3% | -194.5% | -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 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