+61.8%
BMEZ vs VOO
+152.1%
-90.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.3% |
| 7D | +1.0% | -0.6% | +1.6% | +1.4% |
| 30D | +7.0% | -3.6% | +10.6% | +9.7% |
| 3M | +11.1% | -2.7% | +13.8% | +13.2% |
| 6M | +29.2% | +2.2% | +26.9% | +27.0% |
| YTD | +25.4% | +10.9% | +14.5% | +16.4% |
| 1Y | +30.5% | +11.3% | +19.1% | +20.8% |
| 3Y | +80.8% | +76.9% | +3.9% | +19.9% |
| 5Y | +9.1% | +73.5% | -64.4% | -27.1% |
| All | +61.8% | +152.1% | -90.4% | -19.6% |
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