-51.7%
BRZE vs VOO
+77.4%
-129.1%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.2% | -2.6% |
| 7D | -25.1% | -0.8% | -24.3% | -24.1% |
| 30D | -13.5% | -1.1% | -12.4% | -11.9% |
| 3M | +10.5% | +3.9% | +6.6% | +4.4% |
| 6M | +27.1% | +13.6% | +13.4% | +3.9% |
| YTD | -30.2% | +12.7% | -42.9% | -42.2% |
| 1Y | -22.5% | +17.6% | -40.1% | -40.0% |
| 3Y | -51.7% | +77.3% | -129.0% | -81.2% |
| All | -51.7% | +77.4% | -129.1% | -81.2% |
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