+13.5%
VOO vs BAC
-3.1%
+16.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.7% |
| 7D | +2.6% | +3.2% | -0.7% | +1.6% |
| 30D | -2.0% | -0.7% | -1.3% | -1.8% |
| 3M | -2.8% | -20.0% | +17.2% | +2.8% |
| 6M | +2.2% | +3.4% | -1.3% | +0.3% |
| YTD | +11.5% | -5.7% | +17.3% | +11.4% |
| 1Y | +13.5% | -1.4% | +14.9% | +10.9% |
| All | +13.5% | -3.1% | +16.6% | +10.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling