+822.6%
VOO vs BTG
+227.8%
+594.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | -0.4% |
| 7D | +0.5% | +4.8% | -4.3% | +0.3% |
| 30D | -0.9% | +8.3% | -9.3% | -1.4% |
| 3M | +3.9% | +32.3% | -28.4% | +2.2% |
| 6M | +14.5% | +3.0% | +11.6% | +13.9% |
| YTD | +13.0% | +21.9% | -9.0% | +11.2% |
| 1Y | +19.4% | +28.2% | -8.7% | +17.0% |
| 3Y | +78.9% | +99.9% | -21.0% | +70.4% |
| 5Y | +82.3% | +73.6% | +8.7% | +73.8% |
| 10Y | +314.2% | +136.5% | +177.7% | +287.9% |
| All | +822.6% | +227.8% | +594.9% | +670.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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