+41.8%
BTGD vs VOO
+35.7%
+6.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.1% | -2.9% |
| 7D | +1.8% | +0.1% | +1.7% | +1.8% |
| 30D | +25.6% | +0.1% | +25.6% | +25.7% |
| 3M | +15.9% | +2.0% | +13.9% | +13.3% |
| 6M | -15.2% | +13.0% | -28.3% | -27.8% |
| YTD | -18.8% | +13.6% | -32.4% | -30.7% |
| 1Y | -25.1% | +20.1% | -45.2% | -39.3% |
| All | +41.8% | +35.7% | +6.1% | +7.5% |
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