+54.3%
BMEZ vs VOO
+158.2%
-103.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | +9.4% | +0.1% | +9.3% | +9.3% |
| 3M | +19.8% | +2.0% | +17.8% | +18.0% |
| 6M | +19.1% | +13.0% | +6.1% | +9.2% |
| YTD | +19.6% | +13.6% | +6.1% | +9.3% |
| 1Y | +29.1% | +20.1% | +9.1% | +13.4% |
| 3Y | +49.9% | +77.6% | -27.7% | -0.8% |
| 5Y | -3.6% | +82.4% | -86.1% | -37.7% |
| All | +54.3% | +158.2% | -103.9% | -24.5% |
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