-98.6%
BZQ price history and return analytics
+229.8%
-328.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +4.2% |
| 7D | -2.0% | -1.1% | -0.9% | -4.7% |
| 30D | -22.0% | -1.0% | -21.1% | -23.8% |
| 3M | -19.7% | +3.2% | -22.8% | -13.3% |
| 6M | -10.7% | +12.5% | -23.2% | +22.7% |
| YTD | -38.1% | +14.1% | -52.1% | -10.5% |
| 1Y | -49.3% | +18.9% | -68.2% | -18.1% |
| 3Y | -61.9% | +74.1% | -135.9% | +74.4% |
| 5Y | -82.4% | +66.9% | -149.3% | -21.6% |
| All | -98.6% | +229.8% | -328.4% | +49.1% |
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