+287.2%
BANF vs VOO
+325.3%
-38.1%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -0.8% |
| 7D | -1.8% | -0.8% | -1.0% | -1.0% |
| 30D | -3.0% | -1.1% | -1.9% | -2.0% |
| 3M | -2.4% | +3.9% | -6.3% | -6.2% |
| 6M | +4.6% | +13.6% | -9.1% | -8.3% |
| YTD | +5.5% | +12.7% | -7.2% | -6.7% |
| 1Y | -16.1% | +17.6% | -33.7% | -29.0% |
| 3Y | +33.2% | +77.3% | -44.1% | -25.1% |
| 5Y | +124.9% | +84.1% | +40.7% | +18.7% |
| All | +287.2% | +325.3% | -38.1% | -27.1% |
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