+39.4%
BNR vs VOO
+18.2%
+21.2%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.8% | +4.8% | +4.0% |
| 7D | +2.4% | -0.8% | +3.2% | +4.1% |
| 30D | +23.7% | -1.1% | +24.7% | +26.4% |
| 3M | +39.1% | +3.9% | +35.2% | +28.7% |
| 6M | -47.7% | +13.6% | -61.3% | -60.4% |
| YTD | -39.1% | +12.7% | -51.8% | -53.1% |
| 1Y | +39.4% | +17.6% | +21.8% | -4.0% |
| All | +39.4% | +18.2% | +21.2% | -4.0% |
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