+8.2%
BR vs VOO
+82.8%
-74.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.9% |
| 7D | -3.0% | -0.8% | -2.2% | -2.4% |
| 30D | -0.3% | -1.1% | +0.8% | +0.5% |
| 3M | +17.3% | +3.9% | +13.4% | +13.8% |
| 6M | -6.7% | +13.6% | -20.3% | -15.8% |
| YTD | -23.4% | +12.7% | -36.2% | -30.6% |
| 1Y | -32.7% | +17.6% | -50.2% | -41.2% |
| 3Y | -5.9% | +77.3% | -83.2% | -43.6% |
| All | +8.2% | +82.8% | -74.6% | -38.0% |
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 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