+121.4%
BNO vs VOO
+812.0%
-690.6%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.4% | +3.2% |
| 7D | +3.9% | +0.5% | +3.4% | +3.6% |
| 30D | +23.0% | -0.9% | +23.9% | +23.6% |
| 3M | +11.3% | +3.9% | +7.4% | +8.2% |
| 6M | +31.4% | +14.5% | +16.8% | +19.3% |
| YTD | +103.8% | +13.0% | +90.9% | +86.4% |
| 1Y | +94.2% | +19.4% | +74.8% | +71.1% |
| 3Y | +86.0% | +78.9% | +7.2% | +23.6% |
| 5Y | +204.3% | +82.3% | +122.0% | +95.1% |
| 10Y | +295.1% | +314.2% | -19.1% | +36.7% |
| All | +121.4% | +812.0% | -690.6% | -53.7% |
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