+26.4%
BRIE vs VOO
+15.0%
+11.4%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.1% |
| 7D | +1.6% | +0.5% | +1.0% | +1.0% |
| 30D | +1.4% | -0.9% | +2.3% | +2.4% |
| 3M | +7.0% | +3.9% | +3.1% | +2.5% |
| 6M | +15.0% | +14.5% | +0.4% | -0.7% |
| YTD | +18.5% | +13.0% | +5.6% | +3.5% |
| All | +26.4% | +15.0% | +11.4% | +8.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling