+202.1%
VOO vs BE
+926.7%
-724.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.9% | +4.5% | 0.0% |
| 7D | +2.6% | +10.8% | -8.3% | +1.6% |
| 30D | -2.0% | -19.8% | +17.8% | -0.7% |
| 3M | -2.8% | -18.7% | +16.0% | -2.0% |
| 6M | +2.2% | -33.7% | +35.9% | +3.2% |
| YTD | +11.5% | +121.0% | -109.4% | +0.4% |
| 1Y | +13.5% | +85.4% | -71.9% | +3.1% |
| 3Y | +78.1% | +1,709.5% | -1,631.4% | +24.7% |
| 5Y | +73.1% | +462.2% | -389.1% | +29.5% |
| All | +202.1% | +926.7% | -724.6% | +85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BE.
Daily Out/Under-Performance
Portfolio return minus BE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BE 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 10y: compounded portfolio wealth divided by compounded BE 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…
10y analysis · Full analysis span regression · 6 months rolling