+123.1%
BOTJ vs VOO
+82.8%
+40.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.4% | -1.7% |
| 7D | -0.5% | -0.8% | +0.3% | -0.3% |
| 30D | +0.2% | -1.1% | +1.3% | +0.4% |
| 3M | +11.2% | +3.9% | +7.3% | +10.5% |
| 6M | +38.5% | +13.6% | +24.9% | +35.4% |
| YTD | +49.8% | +12.7% | +37.1% | +46.5% |
| 1Y | +89.7% | +17.6% | +72.2% | +84.3% |
| 3Y | +170.9% | +77.3% | +93.6% | +148.1% |
| All | +123.1% | +82.8% | +40.3% | +109.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling