-22.6%
BIRK vs VOO
+81.9%
-104.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +0.5% |
| 7D | -8.4% | -0.8% | -7.7% | -7.6% |
| 30D | -15.3% | -1.1% | -14.2% | -14.1% |
| 3M | -32.6% | +3.9% | -36.5% | -35.5% |
| 6M | -15.2% | +13.6% | -28.8% | -26.4% |
| YTD | -23.9% | +12.7% | -36.6% | -33.2% |
| 1Y | -34.3% | +17.6% | -51.9% | -45.1% |
| All | -22.6% | +81.9% | -104.4% | -60.1% |
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