+56.6%
BJRI vs VOO
+80.3%
-23.7%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.4% |
| 7D | +2.2% | -2.0% | +4.2% | +4.6% |
| 30D | -11.0% | -1.7% | -9.3% | -9.3% |
| 3M | +24.2% | +4.7% | +19.4% | +16.8% |
| 6M | +64.8% | +12.6% | +52.2% | +41.7% |
| YTD | +52.6% | +11.8% | +40.8% | +32.3% |
| 1Y | +92.4% | +17.5% | +74.8% | +56.9% |
| 3Y | +112.8% | +77.0% | +35.8% | +2.6% |
| 5Y | +56.6% | +82.6% | -26.0% | -29.7% |
| All | +56.6% | +80.3% | -23.7% | -29.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling