+822.6%
VOO vs BN
+775.3%
+47.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | +0.6% |
| 7D | +0.5% | -1.2% | +1.7% | +1.1% |
| 30D | -0.9% | -10.9% | +10.0% | +4.3% |
| 3M | +3.9% | -11.1% | +15.0% | +9.3% |
| 6M | +14.5% | -4.4% | +18.9% | +16.0% |
| YTD | +13.0% | -14.1% | +27.1% | +19.6% |
| 1Y | +19.4% | -11.1% | +30.5% | +23.9% |
| 3Y | +78.9% | +75.6% | +3.3% | +30.7% |
| 5Y | +82.3% | +35.8% | +46.5% | +46.9% |
| 10Y | +314.2% | +261.6% | +52.6% | +98.5% |
| All | +822.6% | +775.3% | +47.3% | +156.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling