-48.2%
BZ price history and return analytics
+57.5%
-105.8%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.2% | +1.5% |
| 7D | -0.8% | -0.1% | -0.7% | -1.4% |
| 30D | +7.9% | -3.1% | +11.0% | +12.3% |
| 3M | +0.9% | -3.5% | +4.4% | +5.4% |
| 6M | +25.7% | +0.5% | +25.2% | +21.4% |
| YTD | -13.6% | +10.8% | -24.3% | -30.6% |
| 1Y | -16.7% | +11.9% | -28.6% | -34.4% |
| 3Y | +21.3% | +73.0% | -51.7% | -58.8% |
| 5Y | -48.2% | +58.6% | -106.8% | -79.0% |
| All | -48.2% | +57.5% | -105.8% | -79.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling