-3.1%
BWZ vs VOO
+315.3%
-318.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.4% |
| 7D | +1.3% | -0.4% | +1.7% | +1.3% |
| 30D | +1.4% | -1.4% | +2.8% | +1.5% |
| 3M | +2.6% | +3.7% | -1.1% | +2.4% |
| 6M | +1.7% | +13.0% | -11.3% | +1.0% |
| YTD | +1.7% | +12.4% | -10.7% | +1.1% |
| 1Y | +0.8% | +18.6% | -17.8% | -0.1% |
| 3Y | +12.3% | +78.1% | -65.7% | +8.5% |
| 5Y | -5.2% | +82.3% | -87.5% | -9.0% |
| 10Y | -3.1% | +322.5% | -325.6% | -4.9% |
| All | -3.1% | +315.3% | -318.4% | -4.9% |
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