+232.1%
BNO vs VOO
+80.3%
+151.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.6% | +7.0% | +6.5% |
| 7D | +12.9% | -2.0% | +14.9% | +13.2% |
| 30D | +23.9% | -1.7% | +25.5% | +24.1% |
| 3M | +22.7% | +4.7% | +17.9% | +21.5% |
| 6M | +45.6% | +12.6% | +33.0% | +41.8% |
| YTD | +122.9% | +11.8% | +111.2% | +117.3% |
| 1Y | +107.5% | +17.5% | +89.9% | +99.0% |
| 3Y | +103.4% | +77.0% | +26.5% | +70.5% |
| 5Y | +232.1% | +82.6% | +149.5% | +183.4% |
| All | +232.1% | +80.3% | +151.8% | +183.4% |
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 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