-22.3%
BTAL vs VOO
+309.6%
-331.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.3% |
| 7D | +0.6% | +2.6% | -2.0% | +2.0% |
| 30D | +4.3% | -2.0% | +6.3% | +3.5% |
| 3M | +12.9% | -2.8% | +15.6% | +11.7% |
| 6M | +11.0% | +2.2% | +8.8% | +13.1% |
| YTD | -7.4% | +11.5% | -18.9% | -1.1% |
| 1Y | -12.1% | +13.5% | -25.6% | -5.3% |
| 3Y | -28.5% | +78.1% | -106.6% | -5.0% |
| 5Y | -8.3% | +73.1% | -81.4% | +25.0% |
| All | -22.3% | +309.6% | -331.9% | +57.9% |
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