-97.8%
BZAI vs VT
+72.1%
-169.9%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.7% | +1.2% |
| 7D | -1.8% | -0.3% | -1.5% | -1.6% |
| 30D | -50.7% | -1.4% | -49.3% | -50.2% |
| 3M | -77.4% | -1.4% | -76.0% | -77.2% |
| 6M | -90.8% | +5.5% | -96.2% | -90.9% |
| YTD | -89.0% | +12.8% | -101.8% | -89.4% |
| 1Y | -93.8% | +15.4% | -109.2% | -94.1% |
| 3Y | -98.0% | +76.9% | -174.8% | -98.1% |
| All | -97.8% | +72.1% | -169.9% | -98.0% |
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