-66.3%
BANL vs VOO
+77.4%
-143.7%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.8% | +3.3% | +3.9% |
| 7D | -30.1% | -0.8% | -29.3% | -29.9% |
| 30D | +4.2% | -1.1% | +5.3% | +4.6% |
| 3M | +23.9% | +3.9% | +20.0% | +22.7% |
| 6M | -11.7% | +13.6% | -25.3% | -14.9% |
| YTD | +9.7% | +12.7% | -3.0% | +6.0% |
| 1Y | -33.1% | +17.6% | -50.7% | -37.0% |
| 3Y | -66.3% | +77.3% | -143.6% | -81.2% |
| All | -66.3% | +77.4% | -143.7% | -81.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling