-41.7%
BHFAM vs VOO
+74.3%
-116.0%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.2% |
| 7D | -1.4% | -2.0% | +0.6% | -0.3% |
| 30D | +3.4% | -1.7% | +5.0% | +4.3% |
| 3M | -5.9% | +4.7% | -10.6% | -8.3% |
| 6M | -12.8% | +12.6% | -25.4% | -18.3% |
| YTD | -3.9% | +11.8% | -15.7% | -9.7% |
| 1Y | -9.6% | +17.5% | -27.1% | -17.4% |
| 3Y | -13.7% | +77.0% | -90.7% | -38.7% |
| All | -41.7% | +74.3% | -116.0% | -59.9% |
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