+48.1%
BRSL vs VOO
+807.8%
-759.8%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.7% |
| 7D | -0.4% | -0.4% | -0.1% | +0.1% |
| 30D | +3.1% | -1.4% | +4.5% | +5.2% |
| 3M | -1.8% | +3.7% | -5.5% | -6.9% |
| 6M | -11.3% | +13.0% | -24.3% | -25.7% |
| YTD | -23.8% | +12.4% | -36.3% | -35.7% |
| 1Y | -28.7% | +18.6% | -47.3% | -44.4% |
| 3Y | -49.1% | +78.1% | -127.1% | -78.1% |
| 5Y | -23.4% | +82.3% | -105.7% | -66.7% |
| 10Y | -14.1% | +322.5% | -336.6% | -85.9% |
| All | +48.1% | +807.8% | -759.8% | -90.4% |
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