+138.4%
BTG vs VOO
+325.3%
-186.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | -0.1% |
| 7D | -3.8% | -0.8% | -3.0% | -3.4% |
| 30D | +3.6% | -1.1% | +4.7% | +4.3% |
| 3M | +32.0% | +3.9% | +28.1% | +29.8% |
| 6M | +3.4% | +13.6% | -10.3% | -2.3% |
| YTD | +20.8% | +12.7% | +8.1% | +14.7% |
| 1Y | +22.4% | +17.6% | +4.8% | +14.3% |
| 3Y | +91.7% | +77.3% | +14.4% | +48.9% |
| 5Y | +79.0% | +84.1% | -5.1% | +35.2% |
| All | +138.4% | +325.3% | -186.9% | +49.9% |
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