-97.2%
BZFD vs VT
+89.8%
-187.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -12.1% | +0.4% | -12.5% | -12.6% |
| 30D | -1.8% | +1.0% | -2.8% | -3.1% |
| 3M | -27.3% | +2.4% | -29.7% | -29.9% |
| 6M | +34.2% | +12.0% | +22.2% | +13.4% |
| YTD | +17.2% | +15.3% | +1.9% | -5.2% |
| 1Y | -41.1% | +22.6% | -63.7% | -56.1% |
| 3Y | -30.5% | +74.7% | -105.2% | -65.5% |
| 5Y | -97.2% | +66.1% | -163.4% | -98.7% |
| All | -97.2% | +89.8% | -187.0% | -98.7% |
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