-99.3%
BZQ vs VOO
+807.8%
-907.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +2.0% |
| 7D | +0.4% | -0.4% | +0.8% | -0.4% |
| 30D | -15.3% | -1.4% | -13.9% | -17.7% |
| 3M | -23.6% | +3.7% | -27.3% | -16.9% |
| 6M | -12.2% | +13.0% | -25.2% | +18.1% |
| YTD | -37.7% | +12.4% | -50.1% | -16.3% |
| 1Y | -50.6% | +18.6% | -69.2% | -24.6% |
| 3Y | -63.5% | +78.1% | -141.6% | +50.9% |
| 5Y | -81.8% | +82.3% | -164.0% | -13.2% |
| 10Y | -98.7% | +322.5% | -421.2% | +20.3% |
| All | -99.3% | +807.8% | -907.2% | +546.1% |
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