-46.2%
BTQ vs VOO
+16.9%
-63.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.2% | +0.4% |
| 7D | -6.4% | -0.8% | -5.7% | -3.1% |
| 30D | -34.9% | -1.1% | -33.9% | -31.7% |
| 3M | -35.7% | +3.9% | -39.6% | -46.0% |
| 6M | -11.6% | +13.6% | -25.2% | -48.4% |
| YTD | -44.7% | +12.7% | -57.4% | -65.2% |
| All | -46.2% | +16.9% | -63.1% | -69.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling