-98.6%
BZFD vs VT
+78.1%
-176.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -39.2% | -4.1% | -35.1% | -33.0% |
| 7D | -42.9% | -4.2% | -38.7% | -37.0% |
| 30D | -52.1% | -5.8% | -46.3% | -45.8% |
| 3M | -49.5% | -5.2% | -44.3% | -43.3% |
| 6M | -35.0% | +0.1% | -35.1% | -33.1% |
| YTD | -39.8% | +8.2% | -48.0% | -44.5% |
| 1Y | -65.6% | +10.1% | -75.8% | -69.0% |
| 3Y | -57.6% | +69.7% | -127.2% | -76.9% |
| 5Y | -98.6% | +53.4% | -152.0% | -99.2% |
| All | -98.6% | +78.1% | -176.7% | -99.3% |
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