+207.9%
BANC vs VOO
+817.1%
-609.2%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.2% |
| 7D | +1.7% | +0.1% | +1.6% | +1.6% |
| 30D | -2.3% | +0.1% | -2.3% | -2.4% |
| 3M | -1.6% | +2.0% | -3.6% | -3.9% |
| 6M | +4.9% | +13.0% | -8.2% | -8.6% |
| YTD | -0.6% | +13.6% | -14.2% | -13.8% |
| 1Y | +14.1% | +20.1% | -6.0% | -6.8% |
| 3Y | +59.6% | +77.6% | -18.0% | -13.7% |
| 5Y | +19.9% | +82.4% | -62.6% | -37.4% |
| 10Y | +6.4% | +316.8% | -310.4% | -75.7% |
| All | +207.9% | +817.1% | -609.2% | -69.4% |
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