+67.2%
BMRC vs VOO
+75.9%
-8.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.7% |
| 7D | +1.4% | -2.0% | +3.3% | +3.0% |
| 30D | -2.7% | -1.7% | -1.0% | -1.3% |
| 3M | +6.9% | +4.7% | +2.1% | +2.5% |
| 6M | +16.9% | +12.6% | +4.3% | +4.8% |
| YTD | +9.5% | +11.8% | -2.3% | -1.1% |
| 1Y | +16.1% | +17.5% | -1.5% | -0.1% |
| All | +67.2% | +75.9% | -8.7% | -6.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling