-34.4%
BOEU vs VOO
+17.3%
-51.7%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -0.1% |
| 7D | -5.5% | -2.0% | -3.6% | -0.8% |
| 30D | -23.6% | -1.7% | -21.9% | -20.3% |
| 3M | -9.0% | +4.7% | -13.8% | -17.7% |
| 6M | -20.6% | +12.6% | -33.2% | -38.9% |
| YTD | -23.1% | +11.8% | -34.9% | -40.7% |
| 1Y | -34.4% | +17.5% | -52.0% | -50.2% |
| All | -34.4% | +17.3% | -51.7% | -50.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling