+14.3%
BNDS vs VOO
+32.1%
-17.8%
-7.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | +0.5% | +0.5% | -0.1% | +0.4% |
| 30D | +0.8% | -0.9% | +1.7% | +1.0% |
| 3M | +1.3% | +3.9% | -2.6% | +0.4% |
| 6M | +3.1% | +14.5% | -11.5% | -0.2% |
| YTD | +5.5% | +13.0% | -7.5% | +2.4% |
| 1Y | +7.5% | +19.4% | -11.9% | +2.9% |
| All | +14.3% | +32.1% | -17.8% | +5.2% |
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 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