-41.8%
BHFAM vs VOO
+75.8%
-117.6%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -0.6% |
| 7D | -1.4% | -0.8% | -0.7% | -1.0% |
| 30D | +3.5% | -1.1% | +4.5% | +4.0% |
| 3M | -6.9% | +3.9% | -10.8% | -8.8% |
| 6M | -12.5% | +13.6% | -26.1% | -18.4% |
| YTD | -4.1% | +12.7% | -16.8% | -10.2% |
| 1Y | -7.5% | +17.6% | -25.1% | -15.5% |
| 3Y | -14.7% | +77.3% | -92.0% | -39.4% |
| All | -41.8% | +75.8% | -117.6% | -60.2% |
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