+14.3%
BOEU vs VOO
+44.7%
-30.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +2.2% |
| 7D | +2.2% | +0.1% | +2.0% | +1.9% |
| 30D | -23.0% | +0.1% | -23.1% | -23.0% |
| 3M | -9.6% | +2.0% | -11.6% | -13.0% |
| 6M | -22.7% | +13.0% | -35.7% | -39.6% |
| YTD | -17.5% | +13.6% | -31.1% | -36.3% |
| 1Y | -31.8% | +20.1% | -51.9% | -51.4% |
| All | +14.3% | +44.7% | -30.4% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling