+16.5%
BNDC vs VOO
+294.7%
-278.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.2% |
| 7D | -0.1% | -0.4% | +0.3% | -0.1% |
| 30D | -0.2% | -1.4% | +1.2% | -0.2% |
| 3M | -0.8% | +3.7% | -4.5% | -0.9% |
| 6M | -2.1% | +13.0% | -15.1% | -2.5% |
| YTD | -0.9% | +12.4% | -13.4% | -1.3% |
| 1Y | 0.0% | +18.6% | -18.6% | -0.6% |
| 3Y | +12.5% | +78.1% | -65.5% | +10.6% |
| 5Y | -3.7% | +82.3% | -86.0% | -5.7% |
| All | +16.5% | +294.7% | -278.2% | +16.7% |
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 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