-8.2%
BHFAO vs VOO
+184.4%
-192.7%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.4% |
| 7D | -0.8% | -0.8% | -0.1% | -0.6% |
| 30D | +2.5% | -1.1% | +3.6% | +2.9% |
| 3M | -5.6% | +3.9% | -9.5% | -7.0% |
| 6M | -11.9% | +13.6% | -25.5% | -16.1% |
| YTD | -1.4% | +12.7% | -14.2% | -6.0% |
| 1Y | -5.1% | +17.6% | -22.7% | -10.9% |
| 3Y | -22.6% | +77.3% | -100.0% | -38.0% |
| 5Y | -26.9% | +84.1% | -111.0% | -42.9% |
| All | -8.2% | +184.4% | -192.7% | -39.2% |
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 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