-84.7%
BHR vs VOO
+438.6%
-523.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.4% |
| 7D | -4.7% | +0.5% | -5.2% | -5.4% |
| 30D | -11.1% | -0.9% | -10.2% | -10.0% |
| 3M | -27.0% | +3.9% | -30.9% | -31.5% |
| 6M | -33.1% | +14.5% | -47.6% | -45.4% |
| YTD | -35.9% | +13.0% | -48.8% | -46.7% |
| 1Y | -36.0% | +19.4% | -55.5% | -51.0% |
| 3Y | -15.5% | +78.9% | -94.4% | -63.0% |
| 5Y | -53.9% | +82.3% | -136.2% | -80.0% |
| 10Y | -81.5% | +314.2% | -395.7% | -96.5% |
| All | -84.7% | +438.6% | -523.3% | -97.8% |
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 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