-99.5%
BERZ vs VOO
+78.6%
-178.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.3% | -6.3% | -4.6% |
| 7D | +21.4% | -2.7% | +24.1% | +9.4% |
| 30D | +78.9% | -5.4% | +84.2% | +45.2% |
| 3M | +26.2% | -4.1% | +30.3% | +12.0% |
| 6M | +5.3% | +0.7% | +4.5% | +33.1% |
| YTD | -50.6% | +8.7% | -59.3% | +0.5% |
| 1Y | -52.7% | +11.0% | -63.6% | +10.5% |
| 3Y | -97.7% | +75.5% | -173.2% | -1.7% |
| 5Y | -99.2% | +68.4% | -167.5% | -15.0% |
| All | -99.5% | +78.6% | -178.1% | -26.2% |
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