-96.9%
BEZ vs VOO
+9.0%
-105.9%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +2.3% | -26.0% | -3.9% |
| 7D | -12.8% | +0.1% | -12.9% | -5.3% |
| 30D | +48.5% | -3.3% | +51.8% | +29.6% |
| 3M | -35.5% | -2.4% | -33.1% | -36.9% |
| 6M | -72.1% | +2.6% | -74.7% | -41.9% |
| All | -96.9% | +9.0% | -105.9% | -89.1% |
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