-55.1%
BZ price history and return analytics
+69.1%
-124.1%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +3.6% |
| 7D | -2.6% | -2.0% | -0.6% | +0.9% |
| 30D | -2.0% | -1.4% | -0.6% | +0.2% |
| 3M | +23.9% | +4.7% | +19.2% | +13.4% |
| 6M | +9.2% | +11.4% | -2.2% | -11.4% |
| YTD | -19.5% | +13.1% | -32.5% | -36.6% |
| 1Y | -31.9% | +19.0% | -50.9% | -51.2% |
| 3Y | +14.5% | +73.9% | -59.5% | -60.5% |
| 5Y | -54.1% | +65.4% | -119.5% | -81.7% |
| All | -55.1% | +69.1% | -124.1% | -82.7% |
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