+148.3%
BSTZ vs VOO
+181.1%
-32.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.5% |
| 7D | -10.2% | -2.7% | -7.5% | -7.2% |
| 30D | -20.6% | -5.4% | -15.2% | -15.2% |
| 3M | -12.2% | -4.1% | -8.2% | -7.7% |
| 6M | -6.1% | +0.7% | -6.8% | -6.1% |
| YTD | +20.1% | +8.7% | +11.3% | +10.6% |
| 1Y | +24.5% | +11.0% | +13.5% | +12.1% |
| 3Y | +124.5% | +75.5% | +49.0% | +21.4% |
| 5Y | +3.1% | +68.4% | -65.3% | -40.8% |
| All | +148.3% | +181.1% | -32.9% | -15.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling