+1,115.6%
BR vs VOO
+800.4%
+315.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.8% |
| 7D | +1.1% | +2.6% | -1.5% | -1.1% |
| 30D | +14.4% | -2.0% | +16.4% | +15.8% |
| 3M | +12.4% | -2.8% | +15.2% | +14.5% |
| 6M | +35.4% | +2.2% | +33.3% | +32.0% |
| YTD | -12.2% | +11.5% | -23.7% | -20.9% |
| 1Y | -12.7% | +13.5% | -26.2% | -22.7% |
| 3Y | +14.3% | +78.1% | -63.8% | -32.6% |
| 5Y | +19.3% | +73.1% | -53.9% | -28.0% |
| 10Y | +278.1% | +310.7% | -32.6% | +4.7% |
| All | +1,115.6% | +800.4% | +315.2% | +72.5% |
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