+117.9%
BJRI vs VOO
+75.9%
+42.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.5% |
| 7D | +2.2% | -2.0% | +4.2% | +4.3% |
| 30D | -11.0% | -1.7% | -9.3% | -9.5% |
| 3M | +24.2% | +4.7% | +19.4% | +17.4% |
| 6M | +64.8% | +12.6% | +52.2% | +43.5% |
| YTD | +52.6% | +11.8% | +40.8% | +33.9% |
| 1Y | +92.4% | +17.5% | +74.8% | +59.6% |
| All | +117.9% | +75.9% | +42.0% | +9.3% |
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 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