+63.1%
BRZE vs VOO
+9.9%
+53.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.4% | +3.7% | +3.0% |
| 7D | 0.0% | -4.7% | +4.7% | +4.0% |
| 30D | +73.9% | -5.9% | +79.8% | +82.8% |
| 3M | +74.7% | -4.5% | +79.2% | +81.8% |
| 6M | +88.3% | +1.9% | +86.4% | +86.8% |
| YTD | +33.6% | +8.4% | +25.2% | +26.3% |
| 1Y | +63.1% | +9.5% | +53.7% | +53.0% |
| All | +63.1% | +9.9% | +53.3% | +53.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling