+389.5%
BAC vs VOO
+798.5%
-409.0%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.3% | -0.1% | -0.8% |
| 7D | +2.0% | +0.1% | +1.9% | +1.8% |
| 30D | -6.9% | -3.3% | -3.6% | -2.8% |
| 3M | -19.6% | -2.4% | -17.2% | -17.1% |
| 6M | -0.5% | +2.6% | -3.1% | -4.5% |
| YTD | -6.6% | +11.3% | -17.9% | -19.7% |
| 1Y | -3.0% | +13.4% | -16.4% | -18.7% |
| 3Y | +97.3% | +80.3% | +17.0% | -13.3% |
| 5Y | +21.9% | +72.7% | -50.8% | -44.0% |
| 10Y | +251.7% | +310.0% | -58.4% | -57.9% |
| All | +389.5% | +798.5% | -409.0% | -86.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling