+66.2%
BOTT price history and return analytics
+56.7%
+9.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.8% | -1.2% |
| 7D | -1.7% | -2.0% | +0.3% | +1.7% |
| 30D | -10.1% | -1.4% | -8.7% | -7.9% |
| 3M | -17.6% | +4.7% | -22.3% | -23.0% |
| 6M | -23.3% | +11.4% | -34.6% | -34.5% |
| YTD | -3.5% | +13.1% | -16.6% | -19.5% |
| 1Y | +15.8% | +19.0% | -3.2% | -10.4% |
| All | +66.2% | +56.7% | +9.5% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling