+820.6%
VOO vs BNY
+808.4%
+12.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -0.8% | -1.3% | +0.6% | -0.2% |
| 30D | -1.1% | -0.2% | -0.9% | -1.1% |
| 3M | +3.9% | +14.9% | -11.0% | -2.7% |
| 6M | +13.6% | +40.0% | -26.4% | -2.6% |
| YTD | +12.7% | +42.0% | -29.3% | -4.4% |
| 1Y | +17.6% | +56.9% | -39.3% | -4.7% |
| 3Y | +77.3% | +289.9% | -212.5% | -5.3% |
| 5Y | +84.1% | +259.2% | -175.1% | -0.2% |
| 10Y | +323.5% | +413.3% | -89.7% | +81.9% |
| All | +820.6% | +808.4% | +12.2% | +190.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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