+34.3%
BTU vs VOO
+77.4%
-43.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.8% | -3.7% | -3.5% |
| 7D | -2.2% | -0.8% | -1.4% | -1.7% |
| 30D | +14.4% | -1.1% | +15.5% | +15.3% |
| 3M | +7.3% | +3.9% | +3.5% | +4.1% |
| 6M | -17.8% | +13.6% | -31.4% | -25.6% |
| YTD | -4.2% | +12.7% | -16.9% | -12.6% |
| 1Y | +53.9% | +17.6% | +36.3% | +35.3% |
| 3Y | +34.3% | +77.3% | -43.0% | -10.0% |
| All | +34.3% | +77.4% | -43.1% | -10.0% |
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