-61.9%
BZQ vs VOO
+77.4%
-139.3%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.2% | +3.3% |
| 7D | -2.0% | -0.8% | -1.3% | -3.2% |
| 30D | -22.1% | -1.1% | -21.0% | -23.3% |
| 3M | -19.7% | +3.9% | -23.6% | -14.7% |
| 6M | -10.7% | +13.6% | -24.4% | +11.1% |
| YTD | -38.1% | +12.7% | -50.8% | -23.2% |
| 1Y | -49.3% | +17.6% | -66.8% | -32.7% |
| 3Y | -61.9% | +77.3% | -139.2% | +8.8% |
| All | -61.9% | +77.4% | -139.3% | +8.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling