+118.1%
BAND vs VOO
+242.2%
-124.1%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | +0.3% |
| 7D | -14.1% | +0.5% | -14.7% | -14.7% |
| 30D | -12.7% | -0.9% | -11.8% | -11.6% |
| 3M | -36.6% | +3.9% | -40.5% | -38.8% |
| 6M | +163.6% | +14.5% | +149.0% | +129.7% |
| YTD | +182.3% | +13.0% | +169.4% | +149.9% |
| 1Y | +177.8% | +19.4% | +158.4% | +131.9% |
| 3Y | +223.0% | +78.9% | +144.1% | +79.5% |
| 5Y | -60.1% | +82.3% | -142.4% | -77.6% |
| All | +118.1% | +242.2% | -124.1% | -25.3% |
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