-95.0%
BNR vs VOO
+171.6%
-266.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.8% | +4.8% | +4.8% |
| 7D | +2.4% | -0.8% | +3.2% | +3.3% |
| 30D | +23.7% | -1.1% | +24.7% | +25.2% |
| 3M | +39.1% | +3.9% | +35.2% | +33.8% |
| 6M | -47.7% | +13.6% | -61.3% | -53.8% |
| YTD | -39.1% | +12.7% | -51.8% | -45.7% |
| 1Y | +39.4% | +17.6% | +21.8% | +20.1% |
| 3Y | +12.7% | +77.3% | -64.7% | -35.1% |
| 5Y | -94.0% | +84.1% | -178.1% | -96.7% |
| All | -95.0% | +171.6% | -266.7% | -97.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling