+322.5%
VOO vs BAC
+392.4%
-69.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.6% |
| 7D | -0.4% | +0.6% | -1.0% | -0.6% |
| 30D | -1.4% | -1.4% | 0.0% | -0.9% |
| 3M | +3.7% | +15.7% | -12.0% | -2.5% |
| 6M | +13.0% | +32.2% | -19.1% | +0.4% |
| YTD | +12.4% | +15.8% | -3.3% | +5.2% |
| 1Y | +18.6% | +27.3% | -8.7% | +6.5% |
| 3Y | +78.1% | +137.5% | -59.4% | +20.9% |
| 5Y | +82.3% | +73.1% | +9.2% | +38.8% |
| 10Y | +322.5% | +397.7% | -75.2% | +114.1% |
| All | +322.5% | +392.4% | -69.9% | +114.1% |
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