+131.1%
BJRI vs VOO
+812.0%
-680.9%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.5% | +2.7% |
| 7D | -1.1% | +0.5% | -1.6% | -1.8% |
| 30D | -12.2% | -0.9% | -11.2% | -11.3% |
| 3M | +38.3% | +3.9% | +34.4% | +30.9% |
| 6M | +73.6% | +14.5% | +59.1% | +45.5% |
| YTD | +55.0% | +13.0% | +42.1% | +32.1% |
| 1Y | +82.1% | +19.4% | +62.6% | +44.7% |
| 3Y | +116.2% | +78.9% | +37.3% | +2.4% |
| 5Y | +56.2% | +82.3% | -26.1% | -26.8% |
| 10Y | +61.2% | +314.2% | -253.0% | -66.3% |
| All | +131.1% | +812.0% | -680.9% | -78.1% |
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 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