-33.2%
BRBS vs VOO
+77.4%
-110.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -1.2% |
| 7D | +3.3% | -0.8% | +4.1% | +3.9% |
| 30D | +8.2% | -1.1% | +9.3% | +9.0% |
| 3M | +23.2% | +3.9% | +19.3% | +19.1% |
| 6M | +20.6% | +13.6% | +7.0% | +7.5% |
| YTD | +11.8% | +12.7% | -0.9% | +0.2% |
| 1Y | +23.7% | +17.6% | +6.1% | +6.3% |
| 3Y | -33.2% | +77.3% | -110.5% | -68.2% |
| All | -33.2% | +77.4% | -110.6% | -68.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling