+12.9%
BOEU vs VOO
+43.9%
-31.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.7% | 0.0% |
| 7D | +4.9% | +0.5% | +4.4% | +3.6% |
| 30D | -20.0% | -0.9% | -19.1% | -18.2% |
| 3M | -9.6% | +3.9% | -13.5% | -16.0% |
| 6M | -25.8% | +14.5% | -40.3% | -42.9% |
| YTD | -18.6% | +13.0% | -31.5% | -36.3% |
| 1Y | -32.6% | +19.4% | -52.1% | -51.4% |
| All | +12.9% | +43.9% | -31.0% | -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 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