+17.6%
BETZ vs VOO
+77.8%
-60.2%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | +0.2% |
| 7D | +1.4% | +0.5% | +0.9% | +0.9% |
| 30D | +1.3% | -0.9% | +2.2% | +2.2% |
| 3M | +1.9% | +3.9% | -2.0% | -2.0% |
| 6M | +5.5% | +14.5% | -9.1% | -8.2% |
| YTD | -8.0% | +13.0% | -20.9% | -18.7% |
| 1Y | -18.7% | +19.4% | -38.1% | -32.2% |
| All | +17.6% | +77.8% | -60.2% | -41.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling