+123.0%
VBNK vs VOO
+83.5%
+39.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +0.9% |
| 7D | +0.9% | -0.8% | +1.7% | +1.4% |
| 30D | +16.0% | -1.1% | +17.1% | +16.8% |
| 3M | +15.1% | +3.9% | +11.2% | +12.7% |
| 6M | +55.0% | +13.6% | +41.4% | +43.8% |
| YTD | +51.3% | +12.7% | +38.6% | +41.0% |
| 1Y | +87.3% | +17.6% | +69.7% | +70.3% |
| 3Y | +190.8% | +77.3% | +113.5% | +120.3% |
| 5Y | +127.4% | +84.1% | +43.2% | +70.1% |
| All | +123.0% | +83.5% | +39.6% | +71.2% |
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 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