+317.8%
BMI vs VOO
+325.3%
-7.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -0.8% |
| 7D | -5.6% | -0.8% | -4.8% | -4.8% |
| 30D | -6.9% | -1.1% | -5.8% | -5.7% |
| 3M | -3.8% | +3.9% | -7.7% | -7.4% |
| 6M | -14.2% | +13.6% | -27.9% | -25.2% |
| YTD | -27.6% | +12.7% | -40.3% | -36.3% |
| 1Y | -30.2% | +17.6% | -47.8% | -41.3% |
| 3Y | -20.7% | +77.3% | -98.0% | -56.7% |
| 5Y | +27.6% | +84.1% | -56.5% | -33.1% |
| All | +317.8% | +325.3% | -7.5% | -12.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling