+132.9%
BBN vs VOO
+807.8%
-674.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -1.5% | -0.4% | -1.1% | -1.4% |
| 30D | -2.3% | -1.4% | -1.0% | -2.1% |
| 3M | -1.4% | +3.7% | -5.2% | -2.1% |
| 6M | -1.0% | +13.0% | -14.1% | -3.1% |
| YTD | -0.6% | +12.4% | -13.0% | -2.6% |
| 1Y | +0.4% | +18.6% | -18.2% | -2.6% |
| 3Y | +21.3% | +78.1% | -56.7% | +9.4% |
| 5Y | -17.8% | +82.3% | -100.0% | -26.6% |
| 10Y | +23.9% | +322.5% | -298.6% | +0.8% |
| All | +132.9% | +807.8% | -674.9% | +87.0% |
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