-14.6%
BNH vs VOO
+141.7%
-156.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -0.5% |
| 7D | -2.2% | -0.8% | -1.5% | -2.0% |
| 30D | -1.7% | -1.1% | -0.6% | -1.3% |
| 3M | -2.1% | +3.9% | -6.0% | -3.6% |
| 6M | +0.2% | +13.6% | -13.4% | -4.5% |
| YTD | -4.8% | +12.7% | -17.5% | -9.0% |
| 1Y | -4.9% | +17.6% | -22.4% | -10.5% |
| 3Y | +12.3% | +77.3% | -65.0% | -11.6% |
| 5Y | -19.1% | +84.1% | -103.2% | -38.3% |
| All | -14.6% | +141.7% | -156.3% | -38.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling