-99.8%
BZQ vs VT
+569.9%
-669.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -12.3% | +0.4% | -12.7% | -11.3% |
| 30D | -9.5% | +1.0% | -10.5% | -7.2% |
| 3M | -18.2% | +2.4% | -20.6% | -12.7% |
| 6M | -9.6% | +12.0% | -21.6% | +24.3% |
| YTD | -36.8% | +15.3% | -52.1% | -5.3% |
| 1Y | -51.0% | +22.6% | -73.5% | -13.6% |
| 3Y | -60.9% | +74.7% | -135.6% | +84.7% |
| 5Y | -80.9% | +66.1% | -147.1% | -11.2% |
| 10Y | -98.6% | +225.0% | -323.6% | -1.4% |
| All | -99.8% | +569.9% | -669.6% | +193.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling