-99.6%
BERZ vs VOO
+83.9%
-183.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -2.0% |
| 7D | -25.9% | +3.3% | -29.2% | -11.7% |
| 30D | +32.8% | -2.7% | +35.5% | +25.6% |
| 3M | +3.2% | -1.7% | +5.0% | +4.6% |
| 6M | -8.4% | +3.1% | -11.5% | +31.4% |
| YTD | -61.0% | +11.9% | -73.0% | -7.1% |
| 1Y | -61.2% | +12.1% | -73.3% | -3.7% |
| 3Y | -98.0% | +78.6% | -176.5% | -3.9% |
| 5Y | -99.4% | +73.8% | -173.2% | -22.2% |
| All | -99.6% | +83.9% | -183.5% | -31.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling