+145.4%
BOTZ vs VOO
+316.9%
-171.5%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.5% |
| 7D | -2.9% | -2.0% | -1.0% | -0.5% |
| 30D | -7.3% | -1.7% | -5.6% | -5.3% |
| 3M | -4.0% | +4.7% | -8.8% | -9.0% |
| 6M | -4.1% | +12.6% | -16.7% | -16.2% |
| YTD | -4.0% | +11.8% | -15.8% | -15.3% |
| 1Y | +3.6% | +17.5% | -14.0% | -13.7% |
| 3Y | +35.6% | +77.0% | -41.4% | -29.3% |
| 5Y | -8.4% | +82.6% | -91.0% | -52.9% |
| All | +145.4% | +316.9% | -171.5% | -43.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling