+255.3%
BSEM vs VOO
+80.3%
+175.0%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.6% |
| 7D | +15.7% | -2.0% | +17.6% | +16.6% |
| 30D | +15.7% | -1.7% | +17.3% | +16.4% |
| 3M | +21.7% | +4.7% | +17.0% | +19.1% |
| 6M | -17.3% | +12.6% | -29.9% | -21.5% |
| YTD | +9.6% | +11.8% | -2.2% | +4.5% |
| 1Y | -28.4% | +17.5% | -45.9% | -32.6% |
| 3Y | +138.6% | +77.0% | +61.6% | +100.0% |
| 5Y | +255.3% | +82.6% | +172.7% | +121.8% |
| All | +255.3% | +80.3% | +175.0% | +121.8% |
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 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