-14.5%
BNH vs VOO
+141.2%
-155.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.9% |
| 7D | -0.7% | -0.4% | -0.4% | -0.6% |
| 30D | -1.8% | -1.4% | -0.4% | -1.3% |
| 3M | -2.8% | +3.7% | -6.6% | -4.2% |
| 6M | -1.2% | +13.0% | -14.3% | -5.6% |
| YTD | -4.7% | +12.4% | -17.1% | -8.8% |
| 1Y | -4.2% | +18.6% | -22.7% | -10.2% |
| 3Y | +12.8% | +78.1% | -65.3% | -11.4% |
| 5Y | -18.9% | +82.3% | -101.1% | -37.9% |
| All | -14.5% | +141.2% | -155.6% | -38.4% |
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