+11.1%
BSEM vs VOO
+349.9%
-338.8%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | -0.6% | +8.4% | +7.9% |
| 7D | +14.3% | +0.5% | +13.7% | +14.2% |
| 30D | -2.3% | -0.9% | -1.3% | -2.2% |
| 3M | +8.7% | +3.9% | +4.8% | +8.2% |
| 6M | -23.2% | +14.5% | -37.8% | -24.4% |
| YTD | +5.0% | +13.0% | -8.0% | +3.6% |
| 1Y | -35.3% | +19.4% | -54.7% | -36.3% |
| 3Y | +128.6% | +78.9% | +49.7% | +122.4% |
| 5Y | +207.7% | +82.3% | +125.4% | +195.5% |
| 10Y | -66.7% | +314.2% | -380.9% | -62.7% |
| All | +11.1% | +349.9% | -338.8% | +14.3% |
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 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