-74.4%
BMNZ vs VOO
+13.4%
-87.8%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.8% | -8.1% | -1.9% |
| 7D | -1.9% | -0.8% | -1.1% | -6.2% |
| 30D | -59.8% | -1.1% | -58.7% | -61.3% |
| 3M | -75.6% | +3.9% | -79.5% | -66.1% |
| 6M | -74.4% | +13.6% | -88.0% | -29.7% |
| All | -74.4% | +13.4% | -87.8% | -29.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling