+66.7%
BNKU vs VOO
+18.2%
+48.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | -0.8% |
| 7D | -2.4% | -0.8% | -1.6% | -0.3% |
| 30D | -6.0% | -1.1% | -4.9% | -3.2% |
| 3M | +22.1% | +3.9% | +18.2% | +9.9% |
| 6M | +77.1% | +13.6% | +63.5% | +20.5% |
| YTD | +33.2% | +12.7% | +20.5% | -4.7% |
| 1Y | +66.7% | +17.6% | +49.1% | +12.2% |
| All | +66.7% | +18.2% | +48.5% | +12.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling