-13.0%
BOTZ price history and return analytics
+13.3%
-26.3%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.1% | +0.1% |
| 7D | -3.5% | -1.6% | -1.9% | -0.8% |
| 30D | -10.3% | -2.5% | -7.8% | -6.4% |
| 3M | -10.0% | -1.3% | -8.7% | -7.8% |
| 6M | -16.2% | +3.1% | -19.3% | -19.4% |
| YTD | -10.7% | +10.9% | -21.7% | -23.0% |
| All | -13.0% | +13.3% | -26.3% | -27.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling