+76.9%
VOO vs BE
+1,704.8%
-1,627.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.4% | -0.3% |
| 7D | -0.4% | +23.9% | -24.3% | -1.6% |
| 30D | -1.4% | +27.8% | -29.2% | -2.9% |
| 3M | +3.7% | +3.7% | 0.0% | +2.5% |
| 6M | +13.0% | +78.0% | -64.9% | +7.5% |
| YTD | +12.4% | +209.9% | -197.5% | +3.0% |
| 1Y | +18.6% | +389.6% | -371.0% | +4.6% |
| All | +76.9% | +1,704.8% | -1,627.9% | +41.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling