+814.4%
VOO vs BN
+829.8%
-15.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | +0.1% |
| 7D | +3.3% | -0.3% | +3.6% | +3.4% |
| 30D | -2.7% | +13.6% | -16.2% | -8.4% |
| 3M | -1.7% | -6.7% | +4.9% | +1.0% |
| 6M | +3.1% | -9.0% | +12.1% | +6.8% |
| YTD | +11.9% | -8.8% | +20.7% | +14.9% |
| 1Y | +12.1% | -10.6% | +22.7% | +16.0% |
| 3Y | +78.6% | +98.8% | -20.2% | +23.5% |
| 5Y | +73.8% | +33.6% | +40.2% | +41.3% |
| 10Y | +312.3% | +298.3% | +14.0% | +88.7% |
| All | +814.4% | +829.8% | -15.4% | +146.3% |
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 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