+3.7%
BSCZ vs VOO
+27.9%
-24.2%
-5.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.1% |
| 7D | -0.5% | -0.9% | +0.4% | -0.4% |
| 30D | +1.8% | -2.3% | +4.1% | +2.1% |
| 3M | -1.0% | -1.2% | +0.2% | -0.9% |
| 6M | -2.1% | +3.3% | -5.4% | -2.8% |
| YTD | -1.9% | +12.3% | -14.2% | -4.0% |
| 1Y | -1.6% | +12.5% | -14.1% | -3.7% |
| All | +3.7% | +27.9% | -24.2% | -1.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling