+121.4%
BOTZ vs VOO
+314.4%
-193.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.8% | +0.5% |
| 7D | -1.8% | -0.9% | -0.9% | -0.5% |
| 30D | -7.7% | -2.3% | -5.3% | -4.7% |
| 3M | -14.0% | -1.2% | -12.8% | -12.5% |
| 6M | -21.9% | +3.3% | -25.3% | -24.4% |
| YTD | -11.0% | +12.3% | -23.3% | -21.8% |
| 1Y | -10.8% | +12.5% | -23.3% | -21.6% |
| 3Y | +32.3% | +79.2% | -46.8% | -32.0% |
| 5Y | -13.8% | +75.7% | -89.5% | -53.9% |
| 10Y | +121.4% | +313.7% | -192.3% | -51.5% |
| All | +121.4% | +314.4% | -193.0% | -51.5% |
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 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