-23.4%
BTX vs VOO
+110.6%
-134.0%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | -0.5% |
| 7D | -0.8% | -0.8% | 0.0% | +0.3% |
| 30D | +0.9% | -1.1% | +2.0% | +2.4% |
| 3M | +0.9% | +3.9% | -3.0% | -3.9% |
| 6M | +42.0% | +13.6% | +28.3% | +20.4% |
| YTD | +42.3% | +12.7% | +29.6% | +22.2% |
| 1Y | +37.9% | +17.6% | +20.4% | +12.2% |
| 3Y | +67.8% | +77.3% | -9.5% | -22.5% |
| 5Y | -22.6% | +84.1% | -106.7% | -65.2% |
| All | -23.4% | +110.6% | -134.0% | -69.4% |
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