-53.6%
BHR vs VOO
+80.3%
-133.9%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.8% |
| 7D | -0.5% | -2.0% | +1.4% | +2.1% |
| 30D | -8.0% | -1.7% | -6.3% | -5.9% |
| 3M | -27.2% | +4.7% | -31.9% | -32.2% |
| 6M | -26.9% | +12.6% | -39.4% | -38.4% |
| YTD | -35.5% | +11.8% | -47.3% | -45.3% |
| 1Y | -34.1% | +17.5% | -51.7% | -48.0% |
| 3Y | -15.1% | +77.0% | -92.0% | -61.4% |
| 5Y | -53.6% | +82.6% | -136.1% | -79.8% |
| All | -53.6% | +80.3% | -133.9% | -79.8% |
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 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