-60.8%
BDN vs VOO
+80.3%
-141.2%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.3% |
| 7D | -2.6% | -2.0% | -0.6% | -0.6% |
| 30D | -4.2% | -1.7% | -2.5% | -2.6% |
| 3M | -5.1% | +4.7% | -9.9% | -9.7% |
| 6M | +3.7% | +12.6% | -8.9% | -8.4% |
| YTD | +10.5% | +11.8% | -1.3% | -1.9% |
| 1Y | -24.8% | +17.5% | -42.3% | -36.9% |
| 3Y | -14.4% | +77.0% | -91.4% | -53.8% |
| 5Y | -60.8% | +82.6% | -143.4% | -79.3% |
| All | -60.8% | +80.3% | -141.2% | -79.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling