-96.8%
BEZ vs VOO
+11.2%
-108.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.3% | -0.4% | -13.9% | -17.5% |
| 7D | -32.9% | +0.1% | -33.0% | -32.0% |
| 30D | -25.4% | +0.1% | -25.4% | -24.1% |
| 3M | -57.9% | +2.0% | -59.9% | -29.4% |
| 6M | -95.7% | +13.0% | -108.7% | -83.3% |
| All | -96.8% | +11.2% | -108.0% | -88.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling