-64.4%
BMR vs VOO
+102.2%
-166.6%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.6% | +5.4% | +5.7% |
| 7D | +9.2% | +0.5% | +8.7% | +8.3% |
| 30D | 0.0% | -0.9% | +0.9% | +1.3% |
| 3M | -26.1% | +3.9% | -30.0% | -30.0% |
| 6M | -24.9% | +14.5% | -39.4% | -37.6% |
| YTD | -17.2% | +13.0% | -30.1% | -29.4% |
| 1Y | -51.9% | +19.4% | -71.3% | -61.3% |
| 3Y | -15.0% | +78.9% | -93.9% | -47.3% |
| All | -64.4% | +102.2% | -166.6% | -80.5% |
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