+1.4%
BULZ vs VOO
+83.2%
-81.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.4% | -5.8% | -4.3% |
| 7D | +15.4% | +2.6% | +12.9% | +3.1% |
| 30D | -36.5% | -2.0% | -34.5% | -24.9% |
| 3M | -37.7% | -2.8% | -34.9% | -22.1% |
| 6M | -45.3% | +2.2% | -47.4% | -41.2% |
| YTD | -4.7% | +11.5% | -16.2% | -27.5% |
| 1Y | -4.1% | +13.5% | -17.5% | -31.4% |
| 3Y | +214.3% | +78.1% | +136.2% | -58.3% |
| 5Y | -22.8% | +73.1% | -96.0% | -76.2% |
| All | +1.4% | +83.2% | -81.9% | -74.8% |
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