-2.8%
BVN vs VOO
+812.0%
-814.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.3% | +1.1% |
| 7D | +2.2% | +0.5% | +1.7% | +1.9% |
| 30D | 0.0% | -0.9% | +1.0% | +0.6% |
| 3M | +13.0% | +3.9% | +9.1% | +10.6% |
| 6M | -5.1% | +14.5% | -19.6% | -11.7% |
| YTD | +26.3% | +13.0% | +13.4% | +18.6% |
| 1Y | +76.7% | +19.4% | +57.3% | +60.9% |
| 3Y | +334.6% | +78.9% | +255.8% | +212.2% |
| 5Y | +407.4% | +82.3% | +325.1% | +255.0% |
| 10Y | +146.6% | +314.2% | -167.6% | +8.4% |
| All | -2.8% | +812.0% | -814.8% | -76.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling