+75.6%
BN vs VOO
+79.1%
-3.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -1.7% |
| 7D | -1.2% | +0.5% | -1.7% | -2.0% |
| 30D | -10.9% | -0.9% | -10.0% | -9.6% |
| 3M | -11.1% | +3.9% | -15.0% | -16.2% |
| 6M | -4.4% | +14.5% | -18.9% | -22.3% |
| YTD | -14.1% | +13.0% | -27.1% | -28.5% |
| 1Y | -11.1% | +19.4% | -30.5% | -31.8% |
| 3Y | +75.6% | +78.9% | -3.3% | -30.7% |
| All | +75.6% | +79.1% | -3.6% | -30.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling