-13.0%
BWZ vs VOO
+777.9%
-790.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | -0.6% | -2.7% | +2.1% | -0.4% |
| 30D | -0.3% | -5.4% | +5.0% | +0.1% |
| 3M | -1.8% | -4.1% | +2.2% | -1.6% |
| 6M | -2.7% | +0.7% | -3.5% | -2.8% |
| YTD | -1.6% | +8.7% | -10.3% | -2.2% |
| 1Y | -0.5% | +11.0% | -11.4% | -1.3% |
| 3Y | +8.4% | +75.5% | -67.1% | +3.5% |
| 5Y | -6.4% | +68.4% | -74.7% | -10.8% |
| 10Y | -5.6% | +315.7% | -321.3% | -16.7% |
| All | -13.0% | +777.9% | -790.8% | -34.8% |
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