+290.2%
BN vs VOO
+309.6%
-19.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.1% |
| 7D | -1.0% | +2.6% | -3.6% | -4.1% |
| 30D | +14.0% | -2.0% | +15.9% | +16.7% |
| 3M | -9.0% | -2.8% | -6.2% | -5.8% |
| 6M | -8.8% | +2.2% | -11.0% | -11.4% |
| YTD | -10.3% | +11.5% | -21.8% | -21.6% |
| 1Y | -5.8% | +13.5% | -19.3% | -19.5% |
| 3Y | +94.8% | +78.1% | +16.7% | -1.8% |
| 5Y | +31.5% | +73.1% | -41.7% | -30.3% |
| All | +290.2% | +309.6% | -19.4% | -17.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling