-14.2%
BOEG vs VOO
+29.6%
-43.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.8% | +4.4% | +3.2% |
| 7D | -2.0% | -0.8% | -1.2% | -0.1% |
| 30D | -18.4% | -1.1% | -17.3% | -16.1% |
| 3M | -14.3% | +3.9% | -18.2% | -20.9% |
| 6M | -14.3% | +13.6% | -27.9% | -34.5% |
| YTD | -19.7% | +12.7% | -32.4% | -38.4% |
| 1Y | -27.3% | +17.6% | -44.8% | -48.2% |
| All | -14.2% | +29.6% | -43.8% | -51.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling