-48.3%
BTQ vs VOO
+15.9%
-64.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.6% | -7.2% | -5.2% |
| 7D | -8.7% | -2.0% | -6.7% | -0.4% |
| 30D | -38.6% | -1.7% | -36.9% | -33.9% |
| 3M | -34.8% | +4.7% | -39.5% | -47.5% |
| 6M | -15.3% | +12.6% | -27.8% | -48.4% |
| YTD | -46.9% | +11.8% | -58.6% | -65.3% |
| All | -48.3% | +15.9% | -64.2% | -69.6% |
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