-63.2%
BZ price history and return analytics
+66.1%
-129.2%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.3% | +4.1% | +4.2% |
| 7D | -26.6% | +2.4% | -28.9% | -29.4% |
| 30D | -20.7% | -1.5% | -19.2% | -19.4% |
| 3M | -12.8% | -4.1% | -8.7% | -7.6% |
| 6M | -8.8% | +0.6% | -9.3% | -11.8% |
| YTD | -34.0% | +11.0% | -45.1% | -47.1% |
| 1Y | -35.6% | +13.3% | -49.0% | -50.4% |
| 3Y | -8.9% | +73.4% | -82.3% | -69.0% |
| 5Y | -64.5% | +57.4% | -121.9% | -84.7% |
| All | -63.2% | +66.1% | -129.2% | -85.6% |
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