+637.7%
BME vs VOO
+806.9%
-169.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.8% | -0.4% |
| 7D | +0.5% | -0.9% | +1.5% | +1.1% |
| 30D | +9.0% | -2.3% | +11.3% | +10.6% |
| 3M | +9.6% | -1.2% | +10.8% | +10.3% |
| 6M | +28.6% | +3.3% | +25.3% | +25.5% |
| YTD | +24.4% | +12.3% | +12.1% | +14.8% |
| 1Y | +29.9% | +12.5% | +17.4% | +19.7% |
| 3Y | +61.6% | +79.2% | -17.6% | +8.0% |
| 5Y | +40.3% | +75.7% | -35.4% | -6.3% |
| 10Y | +160.2% | +313.7% | -153.5% | -6.8% |
| All | +637.7% | +806.9% | -169.2% | +51.4% |
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