-2.4%
BHFAP vs VOO
+204.2%
-206.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.0% |
| 7D | +0.8% | +0.5% | +0.2% | +0.4% |
| 30D | +3.6% | -0.9% | +4.6% | +4.2% |
| 3M | -2.8% | +3.9% | -6.7% | -5.2% |
| 6M | -8.8% | +14.5% | -23.4% | -16.5% |
| YTD | -0.5% | +13.0% | -13.5% | -8.2% |
| 1Y | -14.5% | +19.4% | -33.9% | -24.0% |
| 3Y | -18.4% | +78.9% | -97.2% | -45.6% |
| 5Y | -24.5% | +82.3% | -106.7% | -51.3% |
| All | -2.4% | +204.2% | -206.6% | -63.5% |
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