+119.9%
VBNK vs VOO
+81.9%
+38.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.4% | +3.1% |
| 7D | +8.3% | -2.0% | +10.3% | +9.6% |
| 30D | +15.8% | -1.7% | +17.4% | +17.0% |
| 3M | +14.5% | +4.7% | +9.7% | +11.5% |
| 6M | +53.1% | +12.6% | +40.6% | +42.8% |
| YTD | +49.1% | +11.8% | +37.4% | +39.7% |
| 1Y | +84.3% | +17.5% | +66.8% | +67.7% |
| 3Y | +189.3% | +77.0% | +112.3% | +119.7% |
| 5Y | +124.2% | +82.6% | +41.6% | +68.6% |
| All | +119.9% | +81.9% | +38.0% | +69.6% |
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