+217.6%
BAC vs VO
+197.6%
+20.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +3.2% | +3.1% | +0.1% | -0.4% |
| 30D | -0.7% | +2.2% | -2.9% | -3.2% |
| 3M | -20.0% | -2.5% | -17.5% | -17.7% |
| 6M | +3.4% | +7.0% | -3.5% | -4.5% |
| YTD | -5.7% | +14.0% | -19.7% | -19.2% |
| 1Y | -1.4% | +15.6% | -17.1% | -16.9% |
| 3Y | +97.9% | +66.2% | +31.7% | +10.0% |
| 5Y | +22.9% | +36.6% | -13.7% | -14.4% |
| All | +217.6% | +197.6% | +20.0% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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