-3.4%
BVN vs VOO
+812.0%
-815.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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 | +75.6% | +19.4% | +56.2% | +59.8% |
| 3Y | +331.9% | +78.9% | +253.0% | +210.2% |
| 5Y | +404.2% | +82.3% | +321.9% | +252.8% |
| 10Y | +145.1% | +314.2% | -169.1% | +7.8% |
| All | -3.4% | +812.0% | -815.4% | -76.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling