+149.1%
BOTZ price history and return analytics
+227.4%
-78.3%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +0.3% |
| 7D | -1.9% | -1.1% | -0.8% | -0.4% |
| 30D | -6.7% | -1.0% | -5.7% | -5.4% |
| 3M | -5.3% | +3.2% | -8.4% | -8.7% |
| 6M | -2.8% | +12.5% | -15.2% | -16.1% |
| YTD | -2.6% | +14.1% | -16.6% | -17.3% |
| 1Y | +3.6% | +18.9% | -15.3% | -16.5% |
| 3Y | +37.1% | +74.1% | -37.0% | -31.3% |
| 5Y | -7.0% | +66.9% | -73.9% | -49.7% |
| All | +149.1% | +227.4% | -78.3% | -32.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling