-97.2%
BZFD vs VOO
+118.8%
-216.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.2% | -3.0% |
| 7D | -12.1% | +0.1% | -12.2% | -12.1% |
| 30D | -1.8% | +0.1% | -1.9% | -1.8% |
| 3M | -27.3% | +2.0% | -29.3% | -29.2% |
| 6M | +34.2% | +13.0% | +21.2% | +13.9% |
| YTD | +17.2% | +13.6% | +3.6% | -1.1% |
| 1Y | -41.1% | +20.1% | -61.2% | -53.6% |
| 3Y | -30.5% | +77.6% | -108.0% | -64.2% |
| 5Y | -97.2% | +82.4% | -179.7% | -98.7% |
| All | -97.2% | +118.8% | -216.0% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling