+195.2%
BOH vs VOO
+817.1%
-621.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | -2.2% | +0.1% | -2.2% | -2.3% |
| 3M | +2.0% | +2.0% | 0.0% | -0.4% |
| 6M | +0.4% | +13.0% | -12.7% | -11.5% |
| YTD | +16.0% | +13.6% | +2.4% | +1.8% |
| 1Y | +16.4% | +20.1% | -3.7% | -3.5% |
| 3Y | +60.0% | +77.6% | -17.6% | -10.7% |
| 5Y | +17.4% | +82.4% | -65.1% | -36.7% |
| 10Y | +53.5% | +316.8% | -263.3% | -64.3% |
| All | +195.2% | +817.1% | -621.9% | -71.1% |
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