-98.0%
BZAI vs VT
+65.1%
-163.1%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -4.1% | -3.4% | -4.7% |
| 7D | -2.0% | -4.2% | +2.2% | +1.1% |
| 30D | -31.4% | -5.8% | -25.6% | -28.4% |
| 3M | -78.7% | -5.2% | -73.5% | -77.9% |
| 6M | -91.4% | +0.1% | -91.5% | -91.2% |
| YTD | -89.8% | +8.2% | -98.0% | -89.9% |
| 1Y | -94.5% | +10.1% | -104.6% | -94.6% |
| 3Y | -98.1% | +69.7% | -167.8% | -98.2% |
| All | -98.0% | +65.1% | -163.1% | -98.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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