-42.8%
BTQ vs VOO
+17.2%
-59.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +1.9% |
| 7D | +0.7% | +0.5% | +0.1% | -2.2% |
| 30D | -26.6% | -0.9% | -25.7% | -23.7% |
| 3M | -30.1% | +3.9% | -34.0% | -41.5% |
| 6M | -4.4% | +14.5% | -19.0% | -46.5% |
| YTD | -41.2% | +13.0% | -54.2% | -63.4% |
| All | -42.8% | +17.2% | -59.9% | -67.9% |
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