+157.0%
BTZ vs VOO
+817.1%
-660.1%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -1.9% | +0.1% | -2.0% | -1.9% |
| 30D | +0.1% | +0.1% | +0.1% | +0.1% |
| 3M | +0.8% | +2.0% | -1.2% | +0.1% |
| 6M | -0.6% | +13.0% | -13.7% | -4.6% |
| YTD | -1.9% | +13.6% | -15.5% | -6.0% |
| 1Y | -0.1% | +20.1% | -20.2% | -6.0% |
| 3Y | +30.1% | +77.6% | -47.4% | +7.2% |
| 5Y | +3.2% | +82.4% | -79.2% | -16.4% |
| 10Y | +63.6% | +316.8% | -253.3% | +3.6% |
| All | +157.0% | +817.1% | -660.1% | +31.4% |
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