+78.1%
BHVN vs VOO
+117.3%
-39.2%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.5% | -2.0% |
| 7D | -19.0% | -0.8% | -18.2% | -17.8% |
| 30D | -11.7% | -1.1% | -10.6% | -9.8% |
| 3M | +11.8% | +3.9% | +7.9% | +4.5% |
| 6M | +21.5% | +13.6% | +7.9% | -2.1% |
| YTD | +12.6% | +12.7% | -0.1% | -8.0% |
| 1Y | -9.7% | +17.6% | -27.2% | -31.9% |
| 3Y | -32.1% | +77.3% | -109.5% | -74.8% |
| All | +78.1% | +117.3% | -39.2% | -53.3% |
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