-28.4%
BZQ vs VT
+12.5%
-40.9%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.5% | +3.7% | +2.3% |
| 7D | -3.0% | -0.1% | -2.8% | -2.7% |
| 30D | +63.7% | -3.1% | +66.8% | +53.9% |
| 3M | +0.2% | -3.5% | +3.7% | -5.9% |
| 6M | +19.1% | +0.5% | +18.7% | +23.6% |
| YTD | -26.3% | +10.8% | -37.1% | +0.2% |
| 1Y | -28.4% | +11.9% | -40.3% | -0.5% |
| All | -28.4% | +12.5% | -40.9% | -0.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling