+17.1%
BNJ vs VOO
+75.9%
-58.8%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | -1.5% | -2.0% | +0.5% | -1.0% |
| 30D | -3.1% | -1.7% | -1.4% | -2.7% |
| 3M | -1.6% | +4.7% | -6.4% | -2.8% |
| 6M | -0.1% | +12.6% | -12.7% | -2.9% |
| YTD | +2.0% | +11.8% | -9.8% | -0.8% |
| 1Y | -1.7% | +17.5% | -19.3% | -5.6% |
| All | +17.1% | +75.9% | -58.8% | -12.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling