+87.2%
BRC vs VOO
+81.6%
+5.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | -1.1% |
| 7D | -3.0% | -0.4% | -2.7% | -2.8% |
| 30D | -9.2% | -1.4% | -7.9% | -8.4% |
| 3M | +14.7% | +3.7% | +11.0% | +11.9% |
| 6M | +0.6% | +13.0% | -12.5% | -7.4% |
| YTD | +12.5% | +12.4% | +0.1% | +3.8% |
| 1Y | +12.7% | +18.6% | -5.9% | +0.2% |
| 3Y | +64.8% | +78.1% | -13.3% | +11.0% |
| 5Y | +87.2% | +82.3% | +4.9% | +21.1% |
| All | +87.2% | +81.6% | +5.6% | +21.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling