+73.1%
BTZ vs VOO
+309.6%
-236.5%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | -1.6% | +2.6% | -4.2% | -2.5% |
| 30D | +2.1% | -2.0% | +4.1% | +2.9% |
| 3M | -6.0% | -2.8% | -3.2% | -5.1% |
| 6M | -3.0% | +2.2% | -5.1% | -3.9% |
| YTD | -5.2% | +11.5% | -16.7% | -9.1% |
| 1Y | -5.2% | +13.5% | -18.7% | -9.7% |
| 3Y | +32.3% | +78.1% | -45.8% | +5.7% |
| 5Y | -0.9% | +73.1% | -74.0% | -20.8% |
| All | +73.1% | +309.6% | -236.5% | +5.9% |
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