+8.0%
BFRZ vs VOO
+31.3%
-23.3%
-3.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.4% | +0.1% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | -1.8% | -3.3% | +1.5% | -0.6% |
| 3M | -0.7% | -2.4% | +1.7% | +0.1% |
| 6M | +0.9% | +2.6% | -1.7% | 0.0% |
| YTD | +0.6% | +11.3% | -10.7% | -2.8% |
| 1Y | +1.1% | +13.4% | -12.3% | -2.8% |
| All | +8.0% | +31.3% | -23.3% | +2.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling