+87.4%
VOO vs BTDR
+26.7%
+60.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.9% | -0.7% |
| 7D | +0.5% | +22.4% | -21.9% | -0.3% |
| 30D | -0.9% | +16.5% | -17.4% | -1.8% |
| 3M | +3.9% | -31.5% | +35.4% | +4.9% |
| 6M | +14.5% | +74.0% | -59.5% | +10.9% |
| YTD | +13.0% | +13.0% | -0.1% | +10.8% |
| 1Y | +19.4% | -0.2% | +19.7% | +16.8% |
| 3Y | +78.9% | +9.9% | +69.0% | +68.3% |
| 5Y | +82.3% | +28.1% | +54.2% | +69.0% |
| All | +87.4% | +26.7% | +60.7% | +73.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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