+858.1%
BN vs VOO
+806.9%
+51.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.1% | -2.3% |
| 7D | -2.4% | -0.9% | -1.5% | -1.4% |
| 30D | +13.5% | -2.3% | +15.9% | +16.6% |
| 3M | -5.9% | -1.2% | -4.8% | -4.7% |
| 6M | -8.9% | +3.3% | -12.3% | -12.5% |
| YTD | -7.9% | +12.3% | -20.2% | -19.6% |
| 1Y | -8.3% | +12.5% | -20.8% | -20.0% |
| 3Y | +100.8% | +79.2% | +21.6% | +4.0% |
| 5Y | +38.2% | +75.7% | -37.5% | -25.4% |
| 10Y | +302.3% | +313.7% | -11.3% | -12.4% |
| All | +858.1% | +806.9% | +51.2% | -11.4% |
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