+414.1%
BVN vs VOO
+80.3%
+333.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.7% | -4.0% |
| 7D | -2.6% | -2.0% | -0.7% | -1.4% |
| 30D | -2.7% | -1.7% | -1.1% | -1.7% |
| 3M | +10.3% | +4.7% | +5.6% | +7.6% |
| 6M | -10.5% | +12.6% | -23.0% | -15.5% |
| YTD | +25.2% | +11.8% | +13.4% | +18.5% |
| 1Y | +74.9% | +17.5% | +57.4% | +61.8% |
| 3Y | +330.7% | +77.0% | +253.7% | +226.2% |
| 5Y | +414.1% | +82.6% | +331.5% | +263.2% |
| All | +414.1% | +80.3% | +333.8% | +263.2% |
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