+186.9%
BNS vs VOO
+325.3%
-138.4%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | 0.0% |
| 7D | -0.4% | -0.8% | +0.4% | +0.2% |
| 30D | +3.5% | -1.1% | +4.5% | +4.4% |
| 3M | +14.1% | +3.9% | +10.2% | +10.6% |
| 6M | +33.8% | +13.6% | +20.1% | +20.8% |
| YTD | +29.5% | +12.7% | +16.7% | +17.5% |
| 1Y | +48.4% | +17.6% | +30.8% | +30.1% |
| 3Y | +129.6% | +77.3% | +52.3% | +40.9% |
| 5Y | +96.1% | +84.1% | +11.9% | +15.2% |
| All | +186.9% | +325.3% | -138.4% | -18.7% |
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