-49.9%
BZ vs VOO
+87.2%
-137.0%
-74.5%
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% | -1.0% |
| 7D | +6.7% | -2.7% | +9.4% | +10.1% |
| 30D | +17.3% | -5.4% | +22.6% | +25.2% |
| 3M | +13.8% | -4.1% | +17.9% | +18.9% |
| 6M | +27.4% | +0.7% | +26.7% | +24.2% |
| YTD | -10.1% | +8.7% | -18.9% | -21.3% |
| 1Y | -13.2% | +11.0% | -24.1% | -26.1% |
| 3Y | +21.5% | +75.5% | -54.0% | -47.4% |
| 5Y | -47.0% | +68.4% | -115.4% | -76.0% |
| All | -49.9% | +87.2% | -137.0% | -80.3% |
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