+18.7%
BTGD vs VOO
+33.0%
-14.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | -3.0% |
| 7D | +2.1% | +0.1% | +2.0% | +1.9% |
| 30D | -12.7% | -3.3% | -9.4% | -7.8% |
| 3M | +2.9% | -2.4% | +5.3% | +7.4% |
| 6M | -27.6% | +2.6% | -30.2% | -29.3% |
| YTD | -32.1% | +11.3% | -43.4% | -39.8% |
| 1Y | -39.4% | +13.4% | -52.9% | -47.3% |
| All | +18.7% | +33.0% | -14.3% | -6.7% |
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