-2.3%
BMEZ vs VOO
+82.3%
-84.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | +1.0% | +0.5% | +0.5% | +0.6% |
| 30D | +7.0% | -0.9% | +7.9% | +7.7% |
| 3M | +22.0% | +3.9% | +18.1% | +18.3% |
| 6M | +22.1% | +14.5% | +7.6% | +9.9% |
| YTD | +19.6% | +13.0% | +6.7% | +8.8% |
| 1Y | +27.9% | +19.4% | +8.5% | +11.3% |
| 3Y | +53.9% | +78.9% | -24.9% | -4.5% |
| 5Y | -2.3% | +82.3% | -84.6% | -39.4% |
| All | -2.3% | +82.3% | -84.6% | -39.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling