+27.8%
BTE vs VOO
+77.4%
-49.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -1.0% |
| 7D | +3.5% | -0.8% | +4.3% | +4.3% |
| 30D | +15.4% | -1.1% | +16.4% | +16.4% |
| 3M | +7.9% | +3.9% | +4.0% | +2.8% |
| 6M | +23.6% | +13.6% | +10.0% | +5.4% |
| YTD | +56.9% | +12.7% | +44.2% | +34.9% |
| 1Y | +112.9% | +17.6% | +95.3% | +72.7% |
| 3Y | +27.8% | +77.3% | -49.6% | -29.5% |
| All | +27.8% | +77.4% | -49.6% | -29.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling