-97.9%
BZAI vs VOO
+78.1%
-176.0%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.3% | +2.7% | +2.8% |
| 7D | +4.6% | -2.7% | +7.3% | +6.5% |
| 30D | -29.3% | -5.4% | -23.9% | -26.8% |
| 3M | -78.9% | -4.1% | -74.9% | -78.3% |
| 6M | -89.0% | +0.7% | -89.8% | -88.9% |
| YTD | -89.5% | +8.7% | -98.2% | -89.7% |
| 1Y | -93.8% | +11.0% | -104.8% | -93.9% |
| 3Y | -98.1% | +75.5% | -173.5% | -98.2% |
| All | -97.9% | +78.1% | -176.0% | -98.0% |
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