+192.0%
BANC vs VOO
+800.4%
-608.4%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.6% |
| 7D | -0.8% | +2.6% | -3.4% | -3.6% |
| 30D | +5.0% | -2.0% | +7.0% | +7.1% |
| 3M | -8.6% | -2.8% | -5.8% | -5.9% |
| 6M | -1.9% | +2.2% | -4.1% | -4.6% |
| YTD | -5.7% | +11.5% | -17.3% | -16.7% |
| 1Y | +7.4% | +13.5% | -6.0% | -6.9% |
| 3Y | +70.1% | +78.1% | -7.9% | -8.6% |
| 5Y | -5.8% | +73.1% | -79.0% | -48.0% |
| 10Y | +62.1% | +310.7% | -248.6% | -62.3% |
| All | +192.0% | +800.4% | -608.4% | -70.5% |
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