+23.2%
BCTK vs VOO
+12.7%
+10.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.6% | +2.2% |
| 7D | +4.0% | +0.5% | +3.5% | +2.8% |
| 30D | -0.8% | -0.9% | +0.2% | +1.2% |
| 3M | +0.6% | +3.9% | -3.3% | -6.3% |
| 6M | +24.0% | +14.5% | +9.5% | -2.2% |
| YTD | +21.0% | +13.0% | +8.0% | -1.9% |
| All | +23.2% | +12.7% | +10.5% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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