+179.0%
BTO vs VOO
+316.2%
-137.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | +1.2% | +0.1% | +1.1% | +1.1% |
| 30D | -1.5% | +0.1% | -1.6% | -1.6% |
| 3M | +10.7% | +2.0% | +8.7% | +7.7% |
| 6M | +15.6% | +13.0% | +2.6% | -0.6% |
| YTD | +18.7% | +13.6% | +5.1% | +1.4% |
| 1Y | +14.0% | +20.1% | -6.1% | -9.0% |
| 3Y | +86.0% | +77.6% | +8.4% | -8.8% |
| 5Y | +37.6% | +82.4% | -44.9% | -35.6% |
| All | +179.0% | +316.2% | -137.2% | -55.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling