+71.3%
BOTT vs VOO
+58.3%
+13.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | +0.3% |
| 7D | +2.0% | +0.5% | +1.5% | +1.1% |
| 30D | -6.1% | -0.9% | -5.2% | -4.8% |
| 3M | -19.6% | +3.9% | -23.5% | -23.6% |
| 6M | -20.6% | +14.5% | -35.1% | -34.0% |
| YTD | -0.6% | +13.0% | -13.5% | -15.8% |
| 1Y | +20.0% | +19.4% | +0.6% | -5.4% |
| All | +71.3% | +58.3% | +13.0% | -5.5% |
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