+66.6%
BTX vs VOO
+75.9%
-9.3%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -0.9% |
| 7D | -0.1% | -2.0% | +1.9% | +2.5% |
| 30D | +3.0% | -1.7% | +4.7% | +5.3% |
| 3M | +3.5% | +4.7% | -1.3% | -2.2% |
| 6M | +41.9% | +12.6% | +29.3% | +23.0% |
| YTD | +41.3% | +11.8% | +29.5% | +23.8% |
| 1Y | +35.5% | +17.5% | +17.9% | +11.9% |
| All | +66.6% | +75.9% | -9.3% | -19.8% |
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