-97.3%
BEZ vs VOO
+10.1%
-107.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.5% | +6.9% | +2.7% |
| 7D | -39.5% | -0.4% | -39.1% | -41.4% |
| 30D | -48.3% | -1.4% | -46.9% | -53.7% |
| 3M | -70.6% | +3.7% | -74.4% | -46.5% |
| 6M | -96.5% | +13.0% | -109.6% | -87.1% |
| All | -97.3% | +10.1% | -107.4% | -91.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling