+312.2%
VOO vs BAC
+225.3%
+86.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | +3.3% | +1.5% | +1.8% | +2.6% |
| 30D | -2.7% | -6.4% | +3.7% | -0.1% |
| 3M | -1.7% | -21.7% | +19.9% | +8.4% |
| 6M | +3.1% | +0.5% | +2.6% | +2.4% |
| YTD | +11.9% | -6.7% | +18.6% | +14.2% |
| 1Y | +12.1% | -4.7% | +16.7% | +13.3% |
| 3Y | +78.6% | +96.1% | -17.5% | +30.7% |
| 5Y | +73.8% | +21.7% | +52.1% | +52.8% |
| All | +312.2% | +225.3% | +86.9% | +148.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 BAC 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