+153.8%
BOTZ vs VOO
+323.7%
-169.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.9% |
| 7D | +0.6% | +0.1% | +0.5% | +0.4% |
| 30D | -3.6% | +0.1% | -3.7% | -3.6% |
| 3M | -10.3% | +2.0% | -12.3% | -12.0% |
| 6M | -3.1% | +13.0% | -16.2% | -15.8% |
| YTD | -0.7% | +13.6% | -14.3% | -14.1% |
| 1Y | +8.6% | +20.1% | -11.4% | -11.8% |
| 3Y | +35.7% | +77.6% | -41.9% | -29.6% |
| 5Y | -5.3% | +82.4% | -87.8% | -51.4% |
| All | +153.8% | +323.7% | -169.9% | -42.6% |
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