+8.5%
BETZ vs VOO
+167.3%
-158.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.6% |
| 7D | -4.2% | +3.3% | -7.5% | -7.8% |
| 30D | -1.2% | -2.7% | +1.5% | +1.7% |
| 3M | -13.9% | -1.7% | -12.2% | -12.4% |
| 6M | -9.8% | +3.1% | -12.9% | -13.7% |
| YTD | -21.5% | +11.9% | -33.5% | -32.0% |
| 1Y | -18.7% | +12.1% | -30.7% | -29.6% |
| 3Y | +10.1% | +78.6% | -68.5% | -47.7% |
| 5Y | -38.9% | +73.8% | -112.7% | -69.4% |
| All | +8.5% | +167.3% | -158.8% | -67.9% |
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