-55.1%
BHM vs VOO
+121.1%
-176.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +1.1% |
| 7D | -4.0% | -0.8% | -3.2% | -3.6% |
| 30D | -2.2% | -1.1% | -1.1% | -1.7% |
| 3M | -9.7% | +3.9% | -13.6% | -11.4% |
| 6M | -20.9% | +13.6% | -34.5% | -25.4% |
| YTD | -18.4% | +12.7% | -31.1% | -22.8% |
| 1Y | -28.2% | +17.6% | -45.7% | -33.3% |
| 3Y | -35.7% | +77.3% | -113.1% | -55.0% |
| All | -55.1% | +121.1% | -176.1% | -73.4% |
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