-35.2%
BETZ vs VOO
+82.3%
-117.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | +0.3% |
| 7D | +1.4% | +0.5% | +0.9% | +0.8% |
| 30D | +1.3% | -0.9% | +2.2% | +2.4% |
| 3M | +1.9% | +3.9% | -2.0% | -2.8% |
| 6M | +5.5% | +14.5% | -9.1% | -10.5% |
| YTD | -8.0% | +13.0% | -20.9% | -20.6% |
| 1Y | -18.7% | +19.4% | -38.1% | -34.4% |
| 3Y | +17.6% | +78.9% | -61.2% | -43.6% |
| 5Y | -35.2% | +82.3% | -117.4% | -69.0% |
| All | -35.2% | +82.3% | -117.5% | -69.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling