-52.1%
BZ vs VOO
+91.6%
-143.7%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.3% | -6.9% | -7.5% |
| 7D | -1.2% | +0.1% | -1.3% | -1.9% |
| 30D | +7.1% | -3.3% | +10.4% | +11.0% |
| 3M | +6.1% | -2.4% | +8.5% | +8.3% |
| 6M | +24.7% | +2.6% | +22.1% | +18.5% |
| YTD | -14.2% | +11.3% | -25.5% | -27.2% |
| 1Y | -17.1% | +13.4% | -30.5% | -31.6% |
| 3Y | +20.6% | +80.3% | -59.7% | -49.8% |
| 5Y | -47.5% | +72.7% | -120.2% | -77.0% |
| All | -52.1% | +91.6% | -143.7% | -81.8% |
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 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