-15.9%
BZ vs VOO
+14.7%
-30.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | +1.0% |
| 7D | +8.7% | -0.7% | +9.4% | +9.1% |
| 30D | +15.6% | -1.1% | +16.7% | +16.3% |
| 3M | +10.1% | -0.3% | +10.5% | +10.1% |
| 6M | +31.5% | +7.4% | +24.1% | +23.2% |
| YTD | -11.1% | +13.4% | -24.5% | -19.6% |
| 1Y | -15.9% | +14.8% | -30.7% | -24.9% |
| All | -15.9% | +14.7% | -30.6% | -24.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling