+20.0%
BTE vs VOO
+325.3%
-305.3%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -1.3% |
| 7D | +3.5% | -0.8% | +4.3% | +4.5% |
| 30D | +15.4% | -1.1% | +16.4% | +16.8% |
| 3M | +7.9% | +3.9% | +4.0% | +1.4% |
| 6M | +23.6% | +13.6% | +10.0% | +1.4% |
| YTD | +56.9% | +12.7% | +44.2% | +30.0% |
| 1Y | +112.9% | +17.6% | +95.3% | +65.8% |
| 3Y | +27.8% | +77.3% | -49.6% | -43.7% |
| 5Y | +184.2% | +84.1% | +100.1% | +17.0% |
| All | +20.0% | +325.3% | -305.3% | -87.5% |
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