+722.2%
BANF vs VOO
+807.8%
-85.6%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | 0.0% |
| 7D | -0.3% | -0.4% | +0.1% | +0.1% |
| 30D | -1.3% | -1.4% | 0.0% | 0.0% |
| 3M | -1.4% | +3.7% | -5.1% | -5.3% |
| 6M | +2.8% | +13.0% | -10.2% | -9.7% |
| YTD | +5.4% | +12.4% | -7.0% | -7.0% |
| 1Y | -15.9% | +18.6% | -34.5% | -29.8% |
| 3Y | +31.3% | +78.1% | -46.8% | -27.9% |
| 5Y | +121.2% | +82.3% | +38.9% | +15.3% |
| 10Y | +287.3% | +322.5% | -35.2% | -18.7% |
| All | +722.2% | +807.8% | -85.6% | -34.4% |
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