+634.7%
BME vs VOO
+800.4%
-165.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.7% |
| 7D | +2.1% | +2.6% | -0.5% | +0.4% |
| 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% | +14.8% |
| 1Y | +27.9% | +13.5% | +14.4% | +17.2% |
| 3Y | +58.7% | +78.1% | -19.4% | +6.5% |
| 5Y | +39.5% | +73.1% | -33.6% | -5.9% |
| 10Y | +159.1% | +310.7% | -151.6% | -6.8% |
| All | +634.7% | +800.4% | -165.8% | +51.5% |
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