+72.7%
VOO vs BAC
+22.5%
+50.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.3% | +0.1% | +1.4% |
| 7D | +0.1% | +2.0% | -1.9% | -0.7% |
| 30D | -3.3% | -6.9% | +3.6% | -0.6% |
| 3M | -2.4% | -19.6% | +17.2% | +6.1% |
| 6M | +2.6% | -0.5% | +3.1% | +2.2% |
| YTD | +11.3% | -6.6% | +17.9% | +13.3% |
| 1Y | +13.4% | -3.0% | +16.4% | +13.7% |
| 3Y | +80.3% | +97.3% | -17.0% | +31.0% |
| 5Y | +72.7% | +21.9% | +50.8% | +52.5% |
| All | +72.7% | +22.5% | +50.2% | +52.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling