+201.7%
BRC vs VOO
+324.3%
-122.6%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | -1.0% |
| 7D | -3.0% | -0.4% | -2.7% | -2.7% |
| 30D | -9.2% | -1.4% | -7.9% | -8.2% |
| 3M | +14.7% | +3.7% | +11.0% | +11.0% |
| 6M | +0.6% | +13.0% | -12.5% | -9.9% |
| YTD | +12.5% | +12.4% | +0.1% | +1.1% |
| 1Y | +12.7% | +18.6% | -5.9% | -3.6% |
| 3Y | +64.8% | +78.1% | -13.3% | -3.5% |
| 5Y | +87.2% | +82.3% | +4.9% | +5.6% |
| All | +201.7% | +324.3% | -122.6% | -32.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling