+79.4%
VOO vs BE
+1,898.8%
-1,819.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +13.0% | -11.7% | +0.5% |
| 7D | -0.9% | +4.5% | -5.4% | -1.3% |
| 30D | -2.3% | -20.1% | +17.8% | -1.4% |
| 3M | -1.2% | -0.8% | -0.3% | -1.7% |
| 6M | +3.3% | -26.2% | +29.6% | +3.5% |
| YTD | +12.3% | +141.1% | -128.8% | +4.1% |
| 1Y | +12.5% | +64.8% | -52.3% | +6.0% |
| All | +79.4% | +1,898.8% | -1,819.4% | +43.2% |
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