+17.5%
VOO vs BE
+329.9%
-312.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.0% | +3.4% | -0.4% |
| 7D | -2.0% | +9.7% | -11.7% | -2.5% |
| 30D | -1.7% | +22.4% | -24.0% | -2.9% |
| 3M | +4.7% | +10.4% | -5.6% | +3.3% |
| 6M | +12.6% | +67.9% | -55.3% | +7.5% |
| YTD | +11.8% | +197.5% | -185.7% | +3.2% |
| 1Y | +17.5% | +310.6% | -293.0% | +6.9% |
| All | +17.5% | +329.9% | -312.3% | +6.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling