+690.6%
BRO vs VOO
+810.0%
-119.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -0.9% |
| 7D | -7.3% | -0.8% | -6.6% | -6.7% |
| 30D | -6.9% | -1.1% | -5.8% | -6.1% |
| 3M | +10.7% | +3.9% | +6.8% | +6.9% |
| 6M | -2.7% | +13.6% | -16.3% | -13.0% |
| YTD | -16.3% | +12.7% | -29.0% | -24.9% |
| 1Y | -29.1% | +17.6% | -46.7% | -38.8% |
| 3Y | -7.8% | +77.3% | -85.2% | -45.0% |
| 5Y | +18.7% | +84.1% | -65.4% | -31.5% |
| 10Y | +291.9% | +323.5% | -31.7% | +9.5% |
| All | +690.6% | +810.0% | -119.4% | +11.2% |
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