+63.8%
BJRI vs VOO
+325.3%
-261.5%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | -0.1% |
| 7D | +1.5% | -0.8% | +2.3% | +2.6% |
| 30D | -12.8% | -1.1% | -11.7% | -11.6% |
| 3M | +17.3% | +3.9% | +13.4% | +10.3% |
| 6M | +72.1% | +13.6% | +58.5% | +42.6% |
| YTD | +54.3% | +12.7% | +41.6% | +29.2% |
| 1Y | +87.8% | +17.6% | +70.2% | +48.1% |
| 3Y | +120.3% | +77.3% | +43.0% | -5.3% |
| 5Y | +58.4% | +84.1% | -25.8% | -35.1% |
| All | +63.8% | +325.3% | -261.5% | -71.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling