+61.2%
BROS vs VOO
+75.9%
-14.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -2.5% |
| 7D | -6.1% | -2.0% | -4.1% | -3.2% |
| 30D | -12.4% | -1.7% | -10.7% | -10.1% |
| 3M | -27.9% | +4.7% | -32.7% | -33.0% |
| 6M | -16.8% | +12.6% | -29.3% | -30.9% |
| YTD | -29.0% | +11.8% | -40.8% | -40.3% |
| 1Y | -33.2% | +17.5% | -50.7% | -47.8% |
| All | +61.2% | +75.9% | -14.7% | -25.5% |
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