-25.9%
BHFAP vs VOO
+80.3%
-106.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.1% |
| 7D | -0.6% | -2.0% | +1.4% | +0.1% |
| 30D | +3.0% | -1.7% | +4.7% | +3.6% |
| 3M | -5.1% | +4.7% | -9.8% | -6.8% |
| 6M | -10.8% | +12.6% | -23.4% | -14.8% |
| YTD | -2.0% | +11.8% | -13.8% | -6.2% |
| 1Y | -7.5% | +17.5% | -25.1% | -13.3% |
| 3Y | -19.6% | +77.0% | -96.6% | -36.6% |
| 5Y | -25.9% | +82.6% | -108.5% | -43.9% |
| All | -25.9% | +80.3% | -106.2% | -43.9% |
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