+33.2%
BN vs VOO
+81.6%
-48.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.5% | -1.3% |
| 7D | -3.0% | -0.4% | -2.6% | -2.5% |
| 30D | -13.0% | -1.4% | -11.6% | -11.2% |
| 3M | -15.2% | +3.7% | -18.9% | -19.5% |
| 6M | -5.9% | +13.0% | -19.0% | -20.7% |
| YTD | -15.8% | +12.4% | -28.2% | -28.3% |
| 1Y | -12.2% | +18.6% | -30.8% | -30.5% |
| 3Y | +72.2% | +78.1% | -5.9% | -20.0% |
| 5Y | +33.2% | +82.3% | -49.1% | -39.2% |
| All | +33.2% | +81.6% | -48.4% | -39.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling