+91.0%
BTG vs VOO
+75.9%
+15.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.4% |
| 7D | -5.5% | -2.0% | -3.5% | -3.7% |
| 30D | +6.1% | -1.7% | +7.8% | +7.8% |
| 3M | +38.6% | +4.7% | +33.9% | +33.8% |
| 6M | +0.7% | +12.6% | -11.9% | -7.5% |
| YTD | +20.3% | +11.8% | +8.6% | +11.3% |
| 1Y | +25.0% | +17.5% | +7.5% | +12.5% |
| All | +91.0% | +75.9% | +15.1% | +31.6% |
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