+26.4%
BETZ vs VOO
+166.9%
-140.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.5% |
| 7D | -1.5% | -2.0% | +0.5% | +0.8% |
| 30D | -0.2% | -1.7% | +1.5% | +1.8% |
| 3M | -3.8% | +4.7% | -8.6% | -9.2% |
| 6M | +5.2% | +12.6% | -7.3% | -9.1% |
| YTD | -8.6% | +11.8% | -20.3% | -20.3% |
| 1Y | -19.3% | +17.5% | -36.8% | -33.9% |
| 3Y | +16.9% | +77.0% | -60.1% | -43.6% |
| 5Y | -34.7% | +82.6% | -117.2% | -69.2% |
| All | +26.4% | +166.9% | -140.4% | -62.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling