-37.0%
BHFAN vs VOO
+82.8%
-119.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.5% |
| 7D | -1.3% | -0.8% | -0.5% | -1.0% |
| 30D | +3.8% | -1.1% | +4.9% | +4.3% |
| 3M | -5.5% | +3.9% | -9.4% | -7.1% |
| 6M | -9.6% | +13.6% | -23.3% | -14.8% |
| YTD | -2.0% | +12.7% | -14.7% | -7.3% |
| 1Y | -4.8% | +17.6% | -22.3% | -11.7% |
| 3Y | -14.9% | +77.3% | -92.2% | -36.2% |
| All | -37.0% | +82.8% | -119.8% | -54.9% |
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