+148.4%
BOTZ price history and return analytics
+227.3%
-78.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.4% |
| 7D | 0.0% | -0.1% | +0.1% | +0.2% |
| 30D | -6.0% | -0.7% | -5.3% | -5.1% |
| 3M | -6.4% | +4.0% | -10.4% | -10.8% |
| 6M | -2.5% | +12.3% | -14.8% | -15.6% |
| YTD | -2.8% | +14.0% | -16.9% | -17.5% |
| 1Y | +4.5% | +20.3% | -15.8% | -17.1% |
| 3Y | +37.2% | +75.4% | -38.2% | -32.0% |
| 5Y | -8.4% | +66.0% | -74.4% | -50.1% |
| All | +148.4% | +227.3% | -78.9% | -32.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling