-12.4%
BPRE vs VOO
+13.2%
-25.6%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.8% |
| 7D | -0.8% | -0.4% | -0.5% | -0.6% |
| 30D | -5.1% | -1.4% | -3.7% | -4.3% |
| 3M | -15.4% | +3.7% | -19.1% | -17.1% |
| 6M | -23.9% | +13.0% | -36.9% | -28.6% |
| YTD | -14.2% | +12.4% | -26.6% | -20.7% |
| All | -12.4% | +13.2% | -25.6% | -20.7% |
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