-90.1%
BMEA vs VOO
+96.8%
-186.9%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -3.9% |
| 7D | -4.7% | -0.4% | -4.3% | -4.3% |
| 30D | +45.3% | -1.4% | +46.7% | +47.4% |
| 3M | +62.6% | +3.7% | +58.8% | +55.8% |
| 6M | +29.9% | +13.0% | +16.9% | +13.6% |
| YTD | +48.8% | +12.4% | +36.4% | +30.9% |
| 1Y | -0.8% | +18.6% | -19.4% | -16.7% |
| 3Y | -88.7% | +78.1% | -166.8% | -93.0% |
| 5Y | -85.0% | +82.3% | -167.2% | -90.1% |
| All | -90.1% | +96.8% | -186.9% | -93.5% |
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