+848.6%
BN vs VOO
+803.9%
+44.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.6% |
| 7D | -0.3% | +3.3% | -3.6% | -4.0% |
| 30D | +13.6% | -2.7% | +16.2% | +17.1% |
| 3M | -6.7% | -1.7% | -4.9% | -4.7% |
| 6M | -9.0% | +3.1% | -12.1% | -12.4% |
| YTD | -8.8% | +11.9% | -20.7% | -20.1% |
| 1Y | -10.6% | +12.1% | -22.7% | -21.7% |
| 3Y | +98.8% | +78.6% | +20.2% | +3.4% |
| 5Y | +33.6% | +73.8% | -40.2% | -27.0% |
| 10Y | +298.3% | +312.3% | -14.0% | -12.9% |
| All | +848.6% | +803.9% | +44.7% | -12.0% |
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