+155.7%
BME vs VOO
+309.6%
-154.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.7% |
| 7D | +2.1% | +2.6% | -0.5% | +0.5% |
| 30D | +8.6% | -2.0% | +10.6% | +10.0% |
| 3M | +9.3% | -2.8% | +12.1% | +11.2% |
| 6M | +25.6% | +2.2% | +23.4% | +23.4% |
| YTD | +23.9% | +11.5% | +12.3% | +15.0% |
| 1Y | +27.9% | +13.5% | +14.4% | +17.4% |
| 3Y | +58.7% | +78.1% | -19.4% | +6.9% |
| 5Y | +39.5% | +73.1% | -33.6% | -5.3% |
| All | +155.7% | +309.6% | -154.0% | -2.1% |
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 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