-3.9%
BHFAP vs VOO
+203.6%
-207.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.6% |
| 7D | -1.0% | -0.8% | -0.2% | -0.5% |
| 30D | +3.4% | -1.1% | +4.5% | +4.1% |
| 3M | -5.1% | +3.9% | -9.0% | -7.5% |
| 6M | -10.8% | +13.6% | -24.4% | -17.9% |
| YTD | -2.1% | +12.7% | -14.8% | -9.5% |
| 1Y | -6.5% | +17.6% | -24.1% | -16.0% |
| 3Y | -20.0% | +77.3% | -97.3% | -46.4% |
| 5Y | -25.9% | +84.1% | -110.1% | -52.7% |
| All | -3.9% | +203.6% | -207.5% | -64.1% |
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