-24.9%
BMI vs VOO
+21.4%
-46.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.5% | +1.7% |
| 7D | -1.2% | +0.3% | -1.5% | -1.4% |
| 30D | -2.7% | +0.2% | -3.0% | -2.9% |
| 3M | +5.1% | +2.8% | +2.3% | +3.0% |
| 6M | -8.0% | +14.3% | -22.2% | -17.8% |
| YTD | -21.3% | +14.0% | -35.3% | -29.5% |
| All | -24.9% | +21.4% | -46.3% | -38.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling