+38.9%
BOTZ vs VOO
+79.1%
-40.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.1% |
| 7D | +1.3% | +0.5% | +0.8% | +0.5% |
| 30D | -5.3% | -0.9% | -4.4% | -4.0% |
| 3M | -7.0% | +3.9% | -10.9% | -11.6% |
| 6M | -1.3% | +14.5% | -15.8% | -17.6% |
| YTD | -1.7% | +13.0% | -14.6% | -16.3% |
| 1Y | +4.9% | +19.4% | -14.5% | -17.0% |
| 3Y | +38.9% | +78.9% | -40.0% | -37.5% |
| All | +38.9% | +79.1% | -40.3% | -37.5% |
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 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