+12.2%
BOEU vs VOO
+43.6%
-31.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.8% | +4.4% | +3.3% |
| 7D | -1.9% | -0.8% | -1.1% | 0.0% |
| 30D | -18.3% | -1.1% | -17.2% | -16.1% |
| 3M | -14.0% | +3.9% | -17.9% | -20.2% |
| 6M | -14.0% | +13.6% | -27.6% | -32.8% |
| YTD | -19.1% | +12.7% | -31.8% | -36.4% |
| 1Y | -26.3% | +17.6% | -43.9% | -45.4% |
| All | +12.2% | +43.6% | -31.4% | -36.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling