-54.5%
BZ vs VOO
+94.4%
-148.9%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.0% |
| 7D | -5.3% | +0.5% | -5.8% | -6.0% |
| 30D | +0.9% | -0.9% | +1.8% | +2.1% |
| 3M | +21.9% | +3.9% | +18.0% | +15.3% |
| 6M | +9.8% | +14.5% | -4.8% | -9.5% |
| YTD | -18.4% | +13.0% | -31.4% | -31.4% |
| 1Y | -30.1% | +19.4% | -49.5% | -45.5% |
| 3Y | +15.9% | +78.9% | -62.9% | -50.4% |
| 5Y | -55.9% | +82.3% | -138.2% | -81.5% |
| All | -54.5% | +94.4% | -148.9% | -82.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling