+26.7%
BETZ vs VOO
+168.5%
-141.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | +0.1% |
| 7D | +0.3% | -0.4% | +0.6% | +0.7% |
| 30D | +1.0% | -1.4% | +2.3% | +2.6% |
| 3M | -1.4% | +3.7% | -5.1% | -5.9% |
| 6M | +4.6% | +13.0% | -8.5% | -10.1% |
| YTD | -8.4% | +12.4% | -20.8% | -20.7% |
| 1Y | -19.6% | +18.6% | -38.2% | -34.9% |
| 3Y | +17.1% | +78.1% | -60.9% | -43.9% |
| 5Y | -35.4% | +82.3% | -117.7% | -69.5% |
| All | +26.7% | +168.5% | -141.8% | -62.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling