+27.0%
BROS vs VOO
+85.9%
-58.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.4% |
| 7D | -6.7% | +0.1% | -6.8% | -6.9% |
| 30D | -29.1% | +0.1% | -29.1% | -29.1% |
| 3M | -16.7% | +2.0% | -18.7% | -19.9% |
| 6M | -11.6% | +13.0% | -24.6% | -27.8% |
| YTD | -23.9% | +13.6% | -37.5% | -38.3% |
| 1Y | -34.8% | +20.1% | -54.9% | -51.7% |
| 3Y | +62.1% | +77.6% | -15.5% | -36.2% |
| All | +27.0% | +85.9% | -58.9% | -49.4% |
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 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