-18.9%
BNH vs VOO
+80.3%
-99.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.3% |
| 7D | 0.0% | -2.0% | +2.0% | +0.8% |
| 30D | -1.9% | -1.7% | -0.2% | -1.3% |
| 3M | -1.6% | +4.7% | -6.4% | -3.4% |
| 6M | -0.5% | +12.6% | -13.0% | -4.9% |
| YTD | -4.6% | +11.8% | -16.4% | -8.7% |
| 1Y | -4.0% | +17.5% | -21.5% | -9.9% |
| 3Y | +12.9% | +77.0% | -64.1% | -12.3% |
| 5Y | -18.9% | +82.6% | -101.5% | -39.0% |
| All | -18.9% | +80.3% | -99.2% | -39.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling