-98.6%
BZQ vs VT
+221.4%
-320.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -5.5% |
| 7D | -10.6% | +1.0% | -11.6% | -8.4% |
| 30D | -17.4% | -0.2% | -17.2% | -17.8% |
| 3M | -26.8% | +4.5% | -31.3% | -18.1% |
| 6M | -18.8% | +14.1% | -32.9% | +15.7% |
| YTD | -39.5% | +14.8% | -54.3% | -11.2% |
| 1Y | -51.9% | +21.2% | -73.1% | -18.5% |
| 3Y | -64.6% | +76.6% | -141.1% | +68.6% |
| 5Y | -83.4% | +66.6% | -150.0% | -26.5% |
| 10Y | -98.6% | +222.3% | -320.9% | +53.1% |
| All | -98.6% | +221.4% | -320.0% | +53.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling