+0.2%
BSMZ vs VOO
+17.4%
-17.2%
-4.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | -0.6% | +0.5% | -1.1% | -0.6% |
| 30D | -2.3% | -0.9% | -1.4% | -2.2% |
| 3M | -3.1% | +3.9% | -7.0% | -3.5% |
| 6M | -2.4% | +14.5% | -17.0% | -3.7% |
| YTD | -1.6% | +13.0% | -14.6% | -2.9% |
| All | +0.2% | +17.4% | -17.2% | -1.0% |
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 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