+572.7%
BANR vs VOO
+810.0%
-237.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | -0.3% |
| 7D | +0.2% | -0.8% | +1.0% | +1.1% |
| 30D | -2.9% | -1.1% | -1.8% | -1.7% |
| 3M | +7.4% | +3.9% | +3.6% | +2.5% |
| 6M | +22.7% | +13.6% | +9.1% | +4.9% |
| YTD | +16.5% | +12.7% | +3.8% | +0.5% |
| 1Y | +9.4% | +17.6% | -8.2% | -10.5% |
| 3Y | +82.0% | +77.3% | +4.7% | -8.8% |
| 5Y | +62.5% | +84.1% | -21.6% | -23.6% |
| 10Y | +133.4% | +323.5% | -190.1% | -60.6% |
| All | +572.7% | +810.0% | -237.3% | -56.5% |
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