+965.1%
BR vs VOO
+812.0%
+153.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.0% |
| 7D | -5.9% | +0.5% | -6.5% | -6.4% |
| 30D | +1.9% | -0.9% | +2.8% | +2.7% |
| 3M | +14.7% | +3.9% | +10.8% | +10.8% |
| 6M | -12.8% | +14.5% | -27.3% | -22.6% |
| YTD | -23.0% | +13.0% | -36.0% | -31.1% |
| 1Y | -31.7% | +19.4% | -51.1% | -41.8% |
| 3Y | -4.8% | +78.9% | -83.6% | -43.7% |
| 5Y | +7.8% | +82.3% | -74.4% | -37.5% |
| 10Y | +184.1% | +314.2% | -130.1% | -21.6% |
| All | +965.1% | +812.0% | +153.1% | +50.3% |
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