+463.3%
BMO vs VOO
+807.8%
-344.6%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.0% |
| 7D | -0.1% | -0.4% | +0.3% | +0.2% |
| 30D | -5.1% | -1.4% | -3.7% | -3.9% |
| 3M | +5.2% | +3.7% | +1.5% | +1.8% |
| 6M | +23.4% | +13.0% | +10.4% | +10.7% |
| YTD | +35.0% | +12.4% | +22.6% | +21.8% |
| 1Y | +38.5% | +18.6% | +20.0% | +19.1% |
| 3Y | +130.5% | +78.1% | +52.4% | +36.2% |
| 5Y | +106.8% | +82.3% | +24.5% | +18.7% |
| 10Y | +288.4% | +322.5% | -34.2% | +6.3% |
| All | +463.3% | +807.8% | -344.6% | -24.9% |
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