-97.7%
BERZ vs VOO
+78.8%
-176.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | 0.0% |
| 7D | +4.8% | -0.6% | +5.4% | +5.8% |
| 30D | +52.1% | -3.6% | +55.8% | +35.4% |
| 3M | +16.1% | -2.7% | +18.8% | +10.9% |
| 6M | +5.7% | +2.2% | +3.5% | +45.3% |
| YTD | -56.1% | +10.9% | -67.0% | +0.5% |
| 1Y | -53.7% | +11.3% | -65.0% | +11.8% |
| 3Y | -97.7% | +76.9% | -174.6% | +4.0% |
| All | -97.7% | +78.8% | -176.5% | +4.0% |
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