-36.6%
BTBD vs VOO
+20.9%
-57.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.4% | +6.8% | +7.2% |
| 7D | +23.0% | +0.1% | +22.9% | +22.8% |
| 30D | +51.7% | +0.1% | +51.6% | +51.6% |
| 3M | +54.2% | +2.0% | +52.2% | +48.7% |
| 6M | +38.9% | +13.0% | +25.9% | +3.2% |
| YTD | +30.9% | +13.6% | +17.4% | -4.8% |
| 1Y | -36.6% | +20.1% | -56.7% | -61.1% |
| All | -36.6% | +20.9% | -57.5% | -61.1% |
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