-52.1%
BZ price history and return analytics
+66.5%
-118.6%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.6% | -7.1% | -8.8% |
| 7D | -1.2% | +0.4% | -1.6% | -2.6% |
| 30D | +7.1% | -2.6% | +9.7% | +10.6% |
| 3M | +6.1% | -3.2% | +9.4% | +10.4% |
| 6M | +24.7% | +0.9% | +23.7% | +19.5% |
| YTD | -14.2% | +11.3% | -25.5% | -31.6% |
| 1Y | -17.1% | +14.0% | -31.1% | -36.9% |
| 3Y | +20.6% | +75.8% | -55.2% | -60.2% |
| 5Y | -47.5% | +57.8% | -105.3% | -77.5% |
| All | -52.1% | +66.5% | -118.6% | -81.4% |
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