+15.0%
BILZ vs VOO
+84.7%
-69.7%
-0.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | +0.3% | +0.1% | +0.3% | +0.3% |
| 3M | +1.0% | +2.0% | -1.1% | +1.0% |
| 6M | +1.9% | +13.0% | -11.2% | +1.9% |
| YTD | +2.4% | +13.6% | -11.1% | +2.5% |
| 1Y | +3.8% | +20.1% | -16.3% | +3.8% |
| 3Y | +14.4% | +77.6% | -63.2% | +14.4% |
| All | +15.0% | +84.7% | -69.7% | +14.7% |
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