+134.4%
BIZD price history and return analytics
+315.6%
-181.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.1% |
| 7D | -2.1% | -0.1% | -2.0% | -2.0% |
| 30D | -2.0% | -0.7% | -1.3% | -1.5% |
| 3M | +5.7% | +4.0% | +1.7% | +2.4% |
| 6M | +7.4% | +12.3% | -4.9% | -2.0% |
| YTD | -2.5% | +14.0% | -16.5% | -12.0% |
| 1Y | -8.2% | +20.3% | -28.5% | -20.6% |
| 3Y | +15.9% | +75.4% | -59.6% | -25.4% |
| 5Y | +29.9% | +66.0% | -36.1% | -13.5% |
| 10Y | +104.1% | +228.2% | -124.1% | -18.5% |
| All | +134.4% | +315.6% | -181.2% | -22.8% |
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