+121.4%
BHRB vs VOO
+810.0%
-688.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | -1.1% | -0.8% | -0.4% | -1.0% |
| 30D | -2.4% | -1.1% | -1.4% | -2.3% |
| 3M | +8.6% | +3.9% | +4.8% | +7.9% |
| 6M | +17.1% | +13.6% | +3.4% | +14.6% |
| YTD | +17.6% | +12.7% | +4.9% | +15.3% |
| 1Y | +18.5% | +17.6% | +0.9% | +15.4% |
| 3Y | +63.8% | +77.3% | -13.6% | +53.6% |
| 5Y | +59.3% | +84.1% | -24.8% | +48.8% |
| 10Y | +114.6% | +323.5% | -208.9% | +98.3% |
| All | +121.4% | +810.0% | -688.6% | +96.6% |
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