-59.3%
BTBD vs VOO
+75.3%
-134.7%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.8% | -3.1% |
| 7D | +17.8% | -0.4% | +18.1% | +18.0% |
| 30D | +43.2% | -1.4% | +44.6% | +44.0% |
| 3M | +53.0% | +3.7% | +49.3% | +51.3% |
| 6M | +5.3% | +13.0% | -7.7% | +0.9% |
| YTD | +28.8% | +12.4% | +16.3% | +23.6% |
| 1Y | -5.8% | +18.6% | -24.4% | -10.4% |
| 3Y | -15.4% | +78.1% | -93.4% | -19.8% |
| All | -59.3% | +75.3% | -134.7% | -60.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling