+317.6%
VOO vs BN
+265.2%
+52.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.6% |
| 7D | -0.8% | -5.2% | +4.4% | +1.6% |
| 30D | -1.1% | -14.5% | +13.4% | +6.0% |
| 3M | +3.9% | -15.0% | +18.9% | +11.5% |
| 6M | +13.6% | -5.4% | +19.0% | +15.6% |
| YTD | +12.7% | -16.4% | +29.1% | +20.6% |
| 1Y | +17.6% | -16.2% | +33.8% | +25.3% |
| 3Y | +77.3% | +67.5% | +9.8% | +32.7% |
| 5Y | +84.1% | +34.1% | +50.0% | +49.6% |
| All | +317.6% | +265.2% | +52.4% | +113.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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