+214.5%
BAC vs VOO
+311.2%
-96.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | +0.1% |
| 7D | +1.5% | +3.3% | -1.8% | -2.2% |
| 30D | -6.4% | -2.7% | -3.7% | -3.4% |
| 3M | -21.7% | -1.7% | -19.9% | -20.1% |
| 6M | +0.5% | +3.1% | -2.6% | -3.6% |
| YTD | -6.7% | +11.9% | -18.6% | -18.8% |
| 1Y | -4.7% | +12.1% | -16.7% | -17.1% |
| 3Y | +96.1% | +78.6% | +17.5% | -3.3% |
| 5Y | +21.7% | +73.8% | -52.1% | -38.1% |
| All | +214.5% | +311.2% | -96.7% | -55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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