-19.3%
BTAL vs VOO
+81.6%
-100.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.2% | +1.4% |
| 7D | -1.5% | -0.4% | -1.2% | -1.8% |
| 30D | +0.7% | -1.4% | +2.1% | -0.2% |
| 3M | +4.2% | +3.7% | +0.5% | +7.6% |
| 6M | -15.0% | +13.0% | -28.0% | -6.1% |
| YTD | -15.4% | +12.4% | -27.9% | -6.8% |
| 1Y | -22.8% | +18.6% | -41.4% | -11.4% |
| 3Y | -27.8% | +78.1% | -105.9% | +10.2% |
| 5Y | -19.3% | +82.3% | -101.6% | +28.3% |
| All | -19.3% | +81.6% | -100.9% | +28.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling