+316.5%
BTG vs VOO
+807.8%
-491.4%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.1% | +1.9% |
| 7D | +2.4% | -0.4% | +2.8% | +2.6% |
| 30D | +9.5% | -1.4% | +10.9% | +10.3% |
| 3M | +38.5% | +3.7% | +34.8% | +36.3% |
| 6M | +5.6% | +13.0% | -7.4% | +0.1% |
| YTD | +23.9% | +12.4% | +11.5% | +17.9% |
| 1Y | +32.1% | +18.6% | +13.5% | +22.9% |
| 3Y | +103.2% | +78.1% | +25.1% | +56.5% |
| 5Y | +79.7% | +82.3% | -2.5% | +35.8% |
| 10Y | +159.1% | +322.5% | -163.4% | +36.0% |
| All | +316.5% | +807.8% | -491.4% | +11.8% |
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