-97.2%
BZFD vs VOO
+117.1%
-214.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.0% | +0.7% |
| 7D | -0.9% | -0.8% | -0.1% | +0.2% |
| 30D | -2.7% | -1.1% | -1.6% | -1.1% |
| 3M | -21.2% | +3.9% | -25.1% | -25.2% |
| 6M | +42.1% | +13.6% | +28.5% | +19.7% |
| YTD | +16.1% | +12.7% | +3.4% | -0.9% |
| 1Y | -47.8% | +17.6% | -65.4% | -57.8% |
| 3Y | -22.4% | +77.3% | -99.7% | -59.9% |
| 5Y | -97.3% | +84.1% | -181.4% | -98.7% |
| All | -97.2% | +117.1% | -214.3% | -98.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling