+214.3%
BULZ vs VOO
+78.5%
+135.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.4% | -5.8% | -4.3% |
| 7D | +15.4% | +2.6% | +12.9% | +2.7% |
| 30D | -36.5% | -2.0% | -34.5% | -24.6% |
| 3M | -37.7% | -2.8% | -34.9% | -21.7% |
| 6M | -45.3% | +2.2% | -47.4% | -41.2% |
| YTD | -4.7% | +11.5% | -16.2% | -27.8% |
| 1Y | -4.1% | +13.5% | -17.5% | -31.8% |
| 3Y | +214.3% | +78.1% | +136.2% | -57.6% |
| All | +214.3% | +78.5% | +135.9% | -57.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling