+2.2%
BSMR vs VOO
+82.8%
-80.7%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | 0.0% |
| 7D | -0.4% | -0.8% | +0.4% | -0.4% |
| 30D | -0.3% | -1.1% | +0.8% | -0.2% |
| 3M | -0.1% | +3.9% | -3.9% | -0.2% |
| 6M | +0.3% | +13.6% | -13.3% | -0.1% |
| YTD | +1.1% | +12.7% | -11.6% | +0.8% |
| 1Y | +1.8% | +17.6% | -15.8% | +1.3% |
| 3Y | +9.5% | +77.3% | -67.9% | +7.4% |
| All | +2.2% | +82.8% | -80.7% | -0.2% |
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