-97.6%
BZFD vs VT
+85.7%
-183.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -2.3% |
| 7D | -7.2% | -0.3% | -6.9% | -6.7% |
| 30D | -20.6% | -1.4% | -19.2% | -18.8% |
| 3M | -24.5% | -1.4% | -23.1% | -22.8% |
| 6M | +13.0% | +5.5% | +7.5% | +4.0% |
| YTD | -1.0% | +12.8% | -13.8% | -17.2% |
| 1Y | -42.1% | +15.4% | -57.5% | -53.0% |
| 3Y | -30.2% | +76.9% | -107.1% | -65.5% |
| 5Y | -97.7% | +60.4% | -158.1% | -98.8% |
| All | -97.6% | +85.7% | -183.3% | -98.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling