-64.0%
BRIA vs VOO
+30.0%
-94.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.8% | -4.8% | -4.3% |
| 7D | +2.9% | -0.8% | +3.6% | +3.1% |
| 30D | +3.6% | -1.1% | +4.7% | +4.0% |
| 3M | -15.3% | +3.9% | -19.2% | -16.6% |
| 6M | -28.0% | +13.6% | -41.6% | -32.3% |
| YTD | -9.4% | +12.7% | -22.1% | -14.6% |
| 1Y | -40.0% | +17.6% | -57.6% | -45.0% |
| All | -64.0% | +30.0% | -94.0% | -69.3% |
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