-20.4%
BHR vs VOO
+77.4%
-97.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -0.5% |
| 7D | -2.1% | -0.8% | -1.3% | -1.2% |
| 30D | -8.4% | -1.1% | -7.3% | -7.2% |
| 3M | -26.5% | +3.9% | -30.4% | -30.5% |
| 6M | -27.3% | +13.6% | -41.0% | -39.4% |
| YTD | -35.2% | +12.7% | -47.9% | -45.4% |
| 1Y | -35.8% | +17.6% | -53.3% | -49.1% |
| 3Y | -20.4% | +77.3% | -97.7% | -68.8% |
| All | -20.4% | +77.4% | -97.8% | -68.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling