-60.5%
BTBD vs VOO
+75.8%
-136.2%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -2.0% |
| 7D | -4.4% | -0.8% | -3.6% | -4.1% |
| 30D | +38.1% | -1.1% | +39.2% | +38.7% |
| 3M | +50.0% | +3.9% | +46.1% | +48.2% |
| 6M | +23.4% | +13.6% | +9.8% | +18.0% |
| YTD | +25.2% | +12.7% | +12.5% | +20.0% |
| 1Y | +2.4% | +17.6% | -15.2% | -2.5% |
| 3Y | -15.9% | +77.3% | -93.3% | -20.4% |
| All | -60.5% | +75.8% | -136.2% | -61.2% |
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