+91.0%
BMAY vs VOO
+191.2%
-100.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.1% |
| 7D | -1.1% | -2.0% | +0.9% | +0.1% |
| 30D | -0.7% | -1.7% | +1.0% | +0.3% |
| 3M | +3.8% | +4.7% | -0.9% | +0.9% |
| 6M | +6.7% | +12.6% | -5.9% | -1.0% |
| YTD | +7.4% | +11.8% | -4.4% | 0.0% |
| 1Y | +10.5% | +17.5% | -7.0% | -0.4% |
| 3Y | +50.7% | +77.0% | -26.2% | +4.1% |
| 5Y | +51.1% | +82.6% | -31.4% | +1.1% |
| All | +91.0% | +191.2% | -100.1% | -5.0% |
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