-2.5%
BWZ vs VOO
+311.2%
-313.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -1.2% | +3.3% | -4.5% | -1.4% |
| 30D | -0.7% | -2.7% | +2.0% | -0.6% |
| 3M | -1.9% | -1.7% | -0.2% | -1.9% |
| 6M | -2.7% | +3.1% | -5.8% | -2.9% |
| YTD | -2.0% | +11.9% | -14.0% | -2.7% |
| 1Y | -0.9% | +12.1% | -13.0% | -1.5% |
| 3Y | +8.9% | +78.6% | -69.7% | +5.2% |
| 5Y | -6.3% | +73.8% | -80.0% | -10.0% |
| All | -2.5% | +311.2% | -313.7% | -3.6% |
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 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