+134.3%
BIZD vs VOO
+536.4%
-402.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -0.1% |
| 7D | -2.1% | -0.8% | -1.3% | -1.6% |
| 30D | -1.8% | -1.1% | -0.7% | -1.1% |
| 3M | +5.4% | +3.9% | +1.5% | +2.5% |
| 6M | +8.8% | +13.6% | -4.8% | -0.8% |
| YTD | -2.5% | +12.7% | -15.2% | -10.7% |
| 1Y | -8.5% | +17.6% | -26.1% | -18.7% |
| 3Y | +15.2% | +77.3% | -62.1% | -24.5% |
| 5Y | +30.1% | +84.1% | -54.0% | -18.0% |
| 10Y | +103.9% | +323.5% | -219.6% | -28.9% |
| All | +134.3% | +536.4% | -402.2% | -41.5% |
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