+61.4%
BMEZ vs VOO
+155.4%
-94.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -1.1% |
| 7D | -1.9% | -0.9% | -1.0% | -1.3% |
| 30D | +7.4% | -2.3% | +9.7% | +9.1% |
| 3M | +10.6% | -1.2% | +11.8% | +11.5% |
| 6M | +29.5% | +3.3% | +26.1% | +26.3% |
| YTD | +25.1% | +12.3% | +12.8% | +15.1% |
| 1Y | +27.5% | +12.5% | +15.0% | +17.1% |
| 3Y | +80.4% | +79.2% | +1.2% | +18.5% |
| 5Y | +9.0% | +75.7% | -66.7% | -27.8% |
| All | +61.4% | +155.4% | -94.0% | -20.5% |
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