+27.7%
BETZ vs VOO
+171.2%
-143.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.1% |
| 7D | -1.4% | +0.1% | -1.5% | -1.5% |
| 30D | +2.9% | +0.1% | +2.8% | +2.8% |
| 3M | +1.1% | +2.0% | -0.9% | -1.6% |
| 6M | +4.1% | +13.0% | -9.0% | -10.5% |
| YTD | -7.7% | +13.6% | -21.3% | -21.1% |
| 1Y | -18.3% | +20.1% | -38.4% | -34.8% |
| 3Y | +16.6% | +77.6% | -61.0% | -43.9% |
| 5Y | -35.2% | +82.4% | -117.6% | -69.3% |
| All | +27.7% | +171.2% | -143.6% | -62.8% |
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