+397.7%
BAC vs VOO
+315.3%
+82.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +1.0% |
| 7D | +0.6% | -0.4% | +1.0% | +1.0% |
| 30D | -1.4% | -1.4% | 0.0% | +0.2% |
| 3M | +15.7% | +3.7% | +12.0% | +10.5% |
| 6M | +32.2% | +13.0% | +19.1% | +13.8% |
| YTD | +15.8% | +12.4% | +3.3% | +0.3% |
| 1Y | +27.3% | +18.6% | +8.7% | +3.3% |
| 3Y | +137.5% | +78.1% | +59.4% | +17.6% |
| 5Y | +73.1% | +82.3% | -9.2% | -17.3% |
| 10Y | +397.7% | +322.5% | +75.2% | -26.3% |
| All | +397.7% | +315.3% | +82.4% | -26.3% |
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