-90.6%
BMEA vs VOO
+97.3%
-187.9%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.5% | +1.4% |
| 7D | -14.3% | -0.8% | -13.5% | -13.5% |
| 30D | +35.9% | -1.1% | +37.0% | +37.5% |
| 3M | +46.2% | +3.9% | +42.3% | +40.0% |
| 6M | +16.0% | +13.6% | +2.4% | +0.9% |
| YTD | +40.3% | +12.7% | +27.6% | +23.2% |
| 1Y | -12.1% | +17.6% | -29.7% | -25.6% |
| 3Y | -89.2% | +77.3% | -166.6% | -93.3% |
| 5Y | -84.7% | +84.1% | -168.9% | -90.0% |
| All | -90.6% | +97.3% | -187.9% | -93.9% |
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