+204.4%
BOE vs VOO
+812.0%
-607.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.3% |
| 7D | -0.3% | +0.5% | -0.9% | -0.7% |
| 30D | +1.8% | -0.9% | +2.7% | +2.5% |
| 3M | +8.8% | +3.9% | +4.9% | +5.6% |
| 6M | +14.0% | +14.5% | -0.5% | +2.6% |
| YTD | +12.3% | +13.0% | -0.6% | +2.2% |
| 1Y | +16.7% | +19.4% | -2.7% | +1.6% |
| 3Y | +62.3% | +78.9% | -16.6% | +2.6% |
| 5Y | +46.4% | +82.3% | -35.9% | -9.8% |
| 10Y | +138.0% | +314.2% | -176.2% | -26.8% |
| All | +204.4% | +812.0% | -607.6% | -53.8% |
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