+152.7%
BTZ vs VOO
+777.9%
-625.2%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.2% |
| 7D | +1.2% | -2.7% | +3.9% | +2.0% |
| 30D | +3.6% | -5.4% | +9.0% | +5.4% |
| 3M | -2.8% | -4.1% | +1.2% | -1.6% |
| 6M | -2.2% | +0.7% | -3.0% | -2.6% |
| YTD | -3.6% | +8.7% | -12.3% | -6.3% |
| 1Y | -3.8% | +11.0% | -14.7% | -7.2% |
| 3Y | +33.7% | +75.5% | -41.8% | +10.5% |
| 5Y | +0.8% | +68.4% | -67.5% | -16.3% |
| 10Y | +68.4% | +315.7% | -247.3% | +7.2% |
| All | +152.7% | +777.9% | -625.2% | +30.9% |
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 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