+19.6%
BTDR vs VOO
+86.6%
-67.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.9% | +2.4% |
| 7D | -3.4% | -0.8% | -2.6% | -2.2% |
| 30D | +32.6% | -1.1% | +33.7% | +35.1% |
| 3M | -32.2% | +3.9% | -36.1% | -35.2% |
| 6M | +52.4% | +13.6% | +38.7% | +32.1% |
| YTD | +6.7% | +12.7% | -6.0% | -5.4% |
| 1Y | -15.2% | +17.6% | -32.8% | -27.7% |
| 3Y | +14.9% | +77.3% | -62.4% | -19.5% |
| 5Y | +20.8% | +84.1% | -63.3% | -15.9% |
| All | +19.6% | +86.6% | -67.0% | -16.0% |
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 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