+58.6%
BULZ vs VOO
+83.6%
-25.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.6% | -5.1% | -2.8% |
| 7D | -0.2% | -2.0% | +1.7% | +9.8% |
| 30D | +7.7% | -1.7% | +9.4% | +17.5% |
| 3M | +3.8% | +4.7% | -1.0% | -11.4% |
| 6M | +73.8% | +12.6% | +61.2% | +13.4% |
| YTD | +49.2% | +11.8% | +37.4% | +3.3% |
| 1Y | +80.9% | +17.5% | +63.4% | +4.8% |
| 3Y | +428.6% | +77.0% | +351.6% | -31.9% |
| 5Y | +40.3% | +82.6% | -42.3% | -66.7% |
| All | +58.6% | +83.6% | -25.0% | -64.1% |
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