+82.3%
VOO vs BE
+1,217.4%
-1,135.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.4% | -0.2% |
| 7D | -0.4% | +23.9% | -24.3% | -2.2% |
| 30D | -1.4% | +27.8% | -29.2% | -3.5% |
| 3M | +3.7% | +3.7% | 0.0% | +2.0% |
| 6M | +13.0% | +78.0% | -64.9% | +5.0% |
| YTD | +12.4% | +209.9% | -197.5% | -1.4% |
| 1Y | +18.6% | +389.6% | -371.0% | -2.3% |
| 3Y | +78.1% | +1,730.6% | -1,652.5% | +21.0% |
| 5Y | +82.3% | +1,227.8% | -1,145.5% | +23.4% |
| All | +82.3% | +1,217.4% | -1,135.2% | +23.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling