+70.7%
BOTT vs VOO
+57.6%
+13.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | +0.3% |
| 7D | +1.5% | -0.4% | +1.8% | +2.0% |
| 30D | -6.5% | -1.4% | -5.1% | -4.5% |
| 3M | -18.1% | +3.7% | -21.8% | -21.9% |
| 6M | -21.4% | +13.0% | -34.4% | -33.4% |
| YTD | -0.9% | +12.4% | -13.3% | -15.5% |
| 1Y | +19.4% | +18.6% | +0.8% | -4.9% |
| All | +70.7% | +57.6% | +13.2% | -5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling