-62.2%
BRN vs VOO
+810.0%
-872.2%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.1% | +1.6% |
| 7D | +8.3% | -0.8% | +9.1% | +8.7% |
| 30D | +8.3% | -1.1% | +9.4% | +8.8% |
| 3M | -2.8% | +3.9% | -6.7% | -4.7% |
| 6M | -5.5% | +13.6% | -19.1% | -11.4% |
| YTD | -6.3% | +12.7% | -19.0% | -11.8% |
| 1Y | -8.8% | +17.6% | -26.4% | -15.7% |
| 3Y | -61.3% | +77.3% | -138.7% | -71.0% |
| 5Y | -59.2% | +84.1% | -143.3% | -70.2% |
| 10Y | -32.3% | +323.5% | -355.9% | -66.4% |
| All | -62.2% | +810.0% | -872.2% | -86.3% |
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