+156.2%
BRX vs VOO
+431.9%
-275.7%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.2% |
| 7D | -1.6% | -2.0% | +0.3% | +0.2% |
| 30D | -2.8% | -1.7% | -1.1% | -1.3% |
| 3M | -8.7% | +4.7% | -13.5% | -12.9% |
| 6M | -1.7% | +12.6% | -14.2% | -12.8% |
| YTD | +13.4% | +11.8% | +1.7% | +1.0% |
| 1Y | +8.2% | +17.5% | -9.4% | -8.5% |
| 3Y | +49.3% | +77.0% | -27.7% | -16.9% |
| 5Y | +59.7% | +82.6% | -22.9% | -14.1% |
| 10Y | +72.5% | +320.0% | -247.5% | -51.7% |
| All | +156.2% | +431.9% | -275.7% | -36.8% |
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