+47.3%
BULZ vs VOO
+81.6%
-34.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +1.9% | +3.7% |
| 7D | +11.9% | -0.4% | +12.3% | +13.8% |
| 30D | +11.9% | -1.4% | +13.2% | +20.2% |
| 3M | +1.3% | +3.7% | -2.5% | -9.3% |
| 6M | +81.3% | +13.0% | +68.3% | +15.7% |
| YTD | +58.3% | +12.4% | +45.8% | +6.3% |
| 1Y | +95.8% | +18.6% | +77.2% | +8.6% |
| 3Y | +460.8% | +78.1% | +382.8% | -29.9% |
| 5Y | +47.3% | +82.3% | -35.0% | -65.2% |
| All | +47.3% | +81.6% | -34.3% | -65.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling