+124.7%
BSTZ vs VOO
+79.1%
+45.5%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.6% | -3.5% |
| 7D | +5.4% | +3.3% | +2.1% | +1.3% |
| 30D | -13.5% | -2.7% | -10.8% | -10.3% |
| 3M | -12.8% | -1.7% | -11.1% | -10.6% |
| 6M | -1.5% | +3.1% | -4.6% | -4.2% |
| YTD | +24.3% | +11.9% | +12.3% | +10.2% |
| 1Y | +27.7% | +12.1% | +15.6% | +13.3% |
| All | +124.7% | +79.1% | +45.5% | +11.8% |
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