+8.2%
BOEU vs VOO
+43.2%
-35.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -3.1% |
| 7D | -2.2% | -0.4% | -1.8% | -1.4% |
| 30D | -22.2% | -1.4% | -20.8% | -19.6% |
| 3M | -12.4% | +3.7% | -16.1% | -18.2% |
| 6M | -24.9% | +13.0% | -37.9% | -40.8% |
| YTD | -21.9% | +12.4% | -34.3% | -38.3% |
| 1Y | -34.7% | +18.6% | -53.3% | -52.2% |
| All | +8.2% | +43.2% | -35.0% | -37.9% |
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