-98.4%
BZAI vs VOO
+82.7%
-181.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -0.4% | -7.1% | -7.3% |
| 7D | -22.0% | +2.6% | -24.5% | -23.1% |
| 30D | -34.4% | -2.0% | -32.4% | -33.5% |
| 3M | -86.3% | -2.8% | -83.6% | -86.1% |
| 6M | -90.4% | +2.2% | -92.6% | -90.4% |
| YTD | -91.8% | +11.5% | -103.3% | -92.0% |
| 1Y | -93.7% | +13.5% | -107.2% | -93.9% |
| 3Y | -98.5% | +78.1% | -176.6% | -98.6% |
| All | -98.4% | +82.7% | -181.0% | -98.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling