-22.4%
BDN vs VOO
+812.0%
-834.4%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.4% | -1.3% |
| 7D | +2.3% | +0.5% | +1.8% | +1.8% |
| 30D | -5.0% | -0.9% | -4.0% | -4.0% |
| 3M | -1.9% | +3.9% | -5.8% | -6.0% |
| 6M | +5.7% | +14.5% | -8.8% | -8.7% |
| YTD | +13.8% | +13.0% | +0.9% | -0.5% |
| 1Y | -23.2% | +19.4% | -42.6% | -37.0% |
| 3Y | -11.8% | +78.9% | -90.7% | -53.1% |
| 5Y | -62.0% | +82.3% | -144.3% | -80.2% |
| 10Y | -58.2% | +314.2% | -372.4% | -90.9% |
| All | -22.4% | +812.0% | -834.4% | -94.0% |
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