-99.6%
BERZ vs VOO
+86.6%
-186.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.8% | -4.0% |
| 7D | -6.4% | +0.1% | -6.5% | -5.7% |
| 30D | -12.5% | +0.1% | -12.6% | -11.5% |
| 3M | -7.0% | +2.0% | -9.0% | +14.4% |
| 6M | -66.9% | +13.0% | -80.0% | -27.4% |
| YTD | -66.2% | +13.6% | -79.8% | -21.0% |
| 1Y | -79.7% | +20.1% | -99.8% | -32.8% |
| 3Y | -98.5% | +77.6% | -176.0% | -33.7% |
| 5Y | -99.6% | +82.4% | -182.0% | -38.4% |
| All | -99.6% | +86.6% | -186.3% | -42.0% |
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 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