+26.7%
BTDR vs VOO
+87.0%
-60.3%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +3.2% |
| 7D | +22.4% | +0.5% | +21.9% | +21.5% |
| 30D | +16.5% | -0.9% | +17.4% | +18.3% |
| 3M | -31.5% | +3.9% | -35.4% | -34.3% |
| 6M | +74.0% | +14.5% | +59.5% | +49.1% |
| YTD | +13.0% | +13.0% | +0.1% | -0.3% |
| 1Y | -0.2% | +19.4% | -19.7% | -16.6% |
| 3Y | +9.9% | +78.9% | -69.0% | -23.4% |
| 5Y | +28.1% | +82.3% | -54.2% | -11.4% |
| All | +26.7% | +87.0% | -60.3% | -11.4% |
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