+11.0%
BRC vs VOO
+17.3%
-6.3%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.5% |
| 7D | -4.9% | -2.0% | -2.9% | -4.1% |
| 30D | -9.6% | -1.7% | -8.0% | -9.0% |
| 3M | +10.6% | +4.7% | +5.9% | +8.7% |
| 6M | -0.5% | +12.6% | -13.1% | -6.6% |
| YTD | +10.6% | +11.8% | -1.2% | +3.6% |
| 1Y | +11.0% | +17.5% | -6.5% | -1.6% |
| All | +11.0% | +17.3% | -6.3% | -1.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling