-25.3%
BRSL vs VOO
+82.8%
-108.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +0.2% |
| 7D | -4.4% | -0.8% | -3.7% | -3.4% |
| 30D | -2.6% | -1.1% | -1.5% | -1.1% |
| 3M | -7.9% | +3.9% | -11.8% | -12.7% |
| 6M | -13.2% | +13.6% | -26.9% | -27.6% |
| YTD | -26.0% | +12.7% | -38.7% | -37.5% |
| 1Y | -30.9% | +17.6% | -48.4% | -45.2% |
| 3Y | -50.7% | +77.3% | -128.0% | -79.6% |
| All | -25.3% | +82.8% | -108.1% | -69.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling