+13.5%
BMN vs VOO
+108.5%
-95.0%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.6% |
| 7D | -4.8% | -2.0% | -2.9% | -4.7% |
| 30D | -2.4% | -1.7% | -0.7% | -2.3% |
| 3M | -6.1% | +4.7% | -10.8% | -6.3% |
| 6M | -8.2% | +12.6% | -20.8% | -8.9% |
| YTD | -3.8% | +11.8% | -15.6% | -4.5% |
| 1Y | -0.1% | +17.5% | -17.6% | -1.1% |
| 3Y | +15.9% | +77.0% | -61.1% | +10.5% |
| All | +13.5% | +108.5% | -95.0% | +7.1% |
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