+5.5%
BTU vs VOO
+277.0%
-271.5%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.8% | -3.7% | -3.7% |
| 7D | -2.2% | -0.8% | -1.4% | -1.4% |
| 30D | +14.4% | -1.1% | +15.5% | +15.6% |
| 3M | +7.3% | +3.9% | +3.5% | +2.8% |
| 6M | -17.8% | +13.6% | -31.4% | -29.2% |
| YTD | -4.2% | +12.7% | -16.9% | -16.8% |
| 1Y | +53.9% | +17.6% | +36.3% | +27.7% |
| 3Y | +34.3% | +77.3% | -43.0% | -30.8% |
| 5Y | +55.9% | +84.1% | -28.2% | -24.7% |
| All | +5.5% | +277.0% | -271.5% | -77.3% |
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