+199.8%
BSTZ vs VOO
+193.7%
+6.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.7% |
| 7D | -0.4% | +0.1% | -0.5% | -0.5% |
| 30D | +4.7% | +0.1% | +4.6% | +4.6% |
| 3M | +3.2% | +2.0% | +1.2% | +1.3% |
| 6M | +44.6% | +13.0% | +31.5% | +26.9% |
| YTD | +45.0% | +13.6% | +31.4% | +26.6% |
| 1Y | +57.9% | +20.1% | +37.8% | +29.7% |
| 3Y | +138.8% | +77.6% | +61.2% | +27.0% |
| 5Y | +27.2% | +82.4% | -55.3% | -33.2% |
| All | +199.8% | +193.7% | +6.1% | -3.3% |
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