-97.7%
BERZ vs VOO
+75.5%
-173.2%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.3% | -6.3% | -4.5% |
| 7D | +21.4% | -2.7% | +24.1% | +8.9% |
| 30D | +78.9% | -5.4% | +84.2% | +43.9% |
| 3M | +26.2% | -4.1% | +30.3% | +11.2% |
| 6M | +5.3% | +0.7% | +4.5% | +33.2% |
| YTD | -50.6% | +8.7% | -59.3% | +1.1% |
| 1Y | -52.7% | +11.0% | -63.6% | +11.4% |
| 3Y | -97.7% | +75.5% | -173.2% | -3.0% |
| All | -97.7% | +75.5% | -173.2% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 3y: compounded portfolio wealth divided by compounded VOO 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…
3y analysis · Full analysis span regression · 6 months rolling