+284.4%
BTI vs VOO
+812.0%
-527.6%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | 0.0% |
| 7D | -1.4% | +0.5% | -1.9% | -1.7% |
| 30D | -7.0% | -0.9% | -6.1% | -6.6% |
| 3M | -6.3% | +3.9% | -10.2% | -8.7% |
| 6M | -2.0% | +14.5% | -16.5% | -10.1% |
| YTD | +0.2% | +13.0% | -12.8% | -7.3% |
| 1Y | +3.8% | +19.4% | -15.6% | -7.3% |
| 3Y | +112.1% | +78.9% | +33.2% | +43.1% |
| 5Y | +113.6% | +82.3% | +31.3% | +39.5% |
| 10Y | +69.6% | +314.2% | -244.6% | -41.6% |
| All | +284.4% | +812.0% | -527.6% | -28.8% |
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