-5.3%
BRO vs VOO
+14.7%
-20.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.6% | +2.8% | +5.1% |
| 7D | +12.4% | -0.7% | +13.2% | +12.0% |
| 30D | +21.6% | -1.1% | +22.6% | +21.1% |
| 3M | +4.3% | -0.3% | +4.7% | +4.2% |
| 6M | +29.2% | +7.4% | +21.8% | +31.7% |
| YTD | -6.4% | +13.4% | -19.7% | -5.3% |
| 1Y | -5.3% | +14.8% | -20.1% | -4.4% |
| All | -5.3% | +14.7% | -20.0% | -4.4% |
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