-21.7%
BTAL vs VOO
+21.4%
-43.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.4% | +1.1% |
| 7D | +2.4% | +0.3% | +2.1% | +2.8% |
| 30D | +4.1% | +0.2% | +3.8% | +4.5% |
| 3M | +6.6% | +2.8% | +3.8% | +11.9% |
| 6M | -13.5% | +14.3% | -27.8% | +4.2% |
| YTD | -14.4% | +14.0% | -28.4% | +3.3% |
| All | -21.7% | +21.4% | -43.1% | +1.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling