-49.3%
BZQ vs VOO
+18.2%
-67.4%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.2% | +3.7% |
| 7D | -2.0% | -0.8% | -1.2% | -3.6% |
| 30D | -22.0% | -1.1% | -21.0% | -23.7% |
| 3M | -19.7% | +3.9% | -23.6% | -13.0% |
| 6M | -10.7% | +13.6% | -24.3% | +22.2% |
| YTD | -38.1% | +12.7% | -50.8% | -15.6% |
| 1Y | -49.3% | +17.6% | -66.8% | -25.0% |
| All | -49.3% | +18.2% | -67.4% | -25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling