-78.7%
BTE vs VOO
+802.4%
-881.1%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.8% |
| 7D | +1.8% | -2.0% | +3.8% | +4.6% |
| 30D | +14.5% | -1.7% | +16.2% | +17.0% |
| 3M | +6.5% | +4.7% | +1.7% | -1.4% |
| 6M | +26.9% | +12.6% | +14.4% | +4.8% |
| YTD | +57.2% | +11.8% | +45.4% | +30.8% |
| 1Y | +113.3% | +17.5% | +95.8% | +64.6% |
| 3Y | +26.8% | +77.0% | -50.2% | -45.5% |
| 5Y | +184.8% | +82.6% | +102.2% | +14.9% |
| 10Y | +16.5% | +320.0% | -303.4% | -85.0% |
| All | -78.7% | +802.4% | -881.1% | -98.8% |
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