+412.5%
BULZ price history and return analytics
+74.2%
+338.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | -2.5% |
| 7D | -0.2% | -1.1% | +1.0% | +5.3% |
| 30D | +7.6% | -1.0% | +8.6% | +13.7% |
| 3M | 0.0% | +3.2% | -3.2% | -7.8% |
| 6M | +72.9% | +12.5% | +60.4% | +12.4% |
| YTD | +51.9% | +14.1% | +37.8% | -6.2% |
| 1Y | +81.7% | +18.9% | +62.8% | -2.7% |
| 3Y | +412.5% | +74.1% | +338.5% | -23.8% |
| All | +412.5% | +74.2% | +338.3% | -23.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling