-80.2%
BNTC vs VOO
+82.3%
-162.5%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +0.9% | +0.8% |
| 7D | +3.4% | +0.5% | +2.8% | +2.9% |
| 30D | -6.6% | -0.9% | -5.7% | -5.9% |
| 3M | +21.2% | +3.9% | +17.3% | +17.2% |
| 6M | +12.2% | +14.5% | -2.3% | +0.5% |
| YTD | -5.5% | +13.0% | -18.5% | -14.5% |
| 1Y | -8.1% | +19.4% | -27.5% | -20.1% |
| 3Y | +313.1% | +78.9% | +234.3% | +149.8% |
| 5Y | -80.2% | +82.3% | -162.5% | -88.1% |
| All | -80.2% | +82.3% | -162.5% | -88.1% |
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