+51.5%
BZH vs VOO
+807.8%
-756.4%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.7% |
| 7D | +0.2% | -0.4% | +0.5% | +0.7% |
| 30D | +0.6% | -1.4% | +2.0% | +2.8% |
| 3M | +23.0% | +3.7% | +19.2% | +15.2% |
| 6M | +51.0% | +13.0% | +38.0% | +23.5% |
| YTD | +64.0% | +12.4% | +51.6% | +35.2% |
| 1Y | +31.9% | +18.6% | +13.3% | -0.5% |
| 3Y | +18.2% | +78.1% | -59.9% | -54.4% |
| 5Y | +81.9% | +82.3% | -0.4% | -30.1% |
| 10Y | +192.7% | +322.5% | -129.8% | -73.8% |
| All | +51.5% | +807.8% | -756.4% | -96.8% |
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