+16.5%
BTDR vs VOO
+80.3%
-63.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.6% | -5.9% | -5.6% |
| 7D | -3.2% | -2.0% | -1.2% | -0.2% |
| 30D | +32.7% | -1.7% | +34.3% | +36.4% |
| 3M | -28.4% | +4.7% | -33.1% | -32.2% |
| 6M | +51.7% | +12.6% | +39.2% | +33.2% |
| YTD | +2.9% | +11.8% | -8.9% | -7.8% |
| 1Y | -15.5% | +17.5% | -33.0% | -27.7% |
| 3Y | 0.0% | +77.0% | -77.0% | -29.3% |
| 5Y | +16.5% | +82.6% | -66.1% | -18.1% |
| All | +16.5% | +80.3% | -63.9% | -18.1% |
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 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